See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $483,655 | $167,307+189.1% | $143,757+236.4% | $134,475+259.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.37% | 0.46%-20.8pp | -0.04%-20.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $11,580 | $5,619+106.1% | $4,951+133.9% | $4,740+144.3% |
| Participant deferral / active EE | $8,330 | $6,446+29.2% | $5,637+47.8% | $6,400+30.2% |
| Admin fee / account holder | $268 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |