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 | $406,656 | $167,307+143.1% | $143,757+182.9% | $134,475+202.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.43% | 0.46%-23.9pp | -0.04%-23.4pp | 417.96%-441.4pp |
| Employer contribution / active EE | $15,473 | $5,619+175.4% | $4,951+212.5% | $4,740+226.5% |
| Participant deferral / active EE | $21,492 | $6,446+233.4% | $5,637+281.3% | $6,400+235.8% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |