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 | $255,238 | $150,440+69.7% | $136,294+87.3% | $147,584+72.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.82% | 1049.08%-1040.3pp | 5155.94%-5147.1pp | 578.55%-569.7pp |
| Employer contribution / active EE | $2,717 | $5,256-48.3% | $4,695-42.1% | $4,876-44.3% |
| Participant deferral / active EE | $12,347 | $6,630+86.2% | $6,247+97.6% | $5,439+127.0% |
| Admin fee / account holder | $36 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |