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 | $1,214,573 | $157,256+672.4% | $141,162+760.4% | $152,861+694.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -4.19% | 64.32%-68.5pp | 71.39%-75.6pp | 345.32%-349.5pp |
| Employer contribution / active EE | $24,524 | $5,261+366.2% | $4,735+417.9% | $4,762+415.0% |
| Participant deferral / active EE | $16,667 | $7,109+134.4% | $6,709+148.4% | $5,850+184.9% |
| Admin fee / account holder | $10 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |