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 | $254,776 | $140,940+80.8% | $112,229+127.0% | $139,434+82.7% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | -7.60% | 32.71%-40.3pp | 30.20%-37.8pp | 372.94%-380.5pp |
| Employer contribution / active EE | $3,846 | $4,283-10.2% | $3,430+12.1% | $4,751-19.1% |
| Participant deferral / active EE | $5,887 | $5,874+0.2% | $4,798+22.7% | $6,710-12.3% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |