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 | $251,065 | $80,717+211.0% | $154,803+62.2% | $84,808+196.0% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 11.40% | 37.96%-26.6pp | 58.88%-47.5pp | 40.90%-29.5pp |
| Employer contribution / active EE | $5,779 | $2,761+109.3% | $4,305+34.2% | $2,631+119.7% |
| Participant deferral / active EE | $8,505 | $3,303+157.5% | $5,540+53.5% | $4,212+101.9% |
| Admin fee / account holder | $93 | $6,746-98.6% | $14,329-99.4% | $7,344-98.7% |