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 | $355,343 | $138,065+157.4% | $123,544+187.6% | $135,375+162.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -30.95% | 153.68%-184.6pp | 119.20%-150.1pp | 519.73%-550.7pp |
| Employer contribution / active EE | $11,459 | $5,151+122.4% | $4,628+147.6% | $4,779+139.8% |
| Participant deferral / active EE | $9,012 | $6,799+32.5% | $6,426+40.3% | $5,609+60.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |