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 | $263,257 | $138,044+90.7% | $125,339+110.0% | $134,475+95.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.27% | 750.33%-777.6pp | 572.05%-599.3pp | 417.96%-445.2pp |
| Employer contribution / active EE | $21,389 | $5,243+307.9% | $4,814+344.3% | $4,740+351.3% |
| Participant deferral / active EE | $9,458 | $7,799+21.3% | $7,446+27.0% | $6,400+47.8% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |