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 | $524,949 | $131,829+298.2% | $108,579+383.5% | $273,961+91.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -2.96% | -91.57%+88.6pp | -51.70%+48.7pp | 41.45%-44.4pp |
| Employer contribution / active EE | $22,036 | $4,912+348.6% | $3,758+486.3% | $4,869+352.6% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |