Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $505,833 | $172,111+193.9% | $150,298+236.6% | $137,256+268.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.40% | 69.37%-61.0pp | 62.79%-54.4pp | 220.34%-211.9pp |
| Employer contribution / active EE | $6,056 | $4,636+30.6% | $4,154+45.8% | $4,156+45.7% |
| Participant deferral / active EE | $7,122 | $6,166+15.5% | $5,453+30.6% | $6,407+11.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |