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 7-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 | $256,342 | $176,812+45.0% | $146,665+74.8% | $167,490+53.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.11% | 24.03%-18.9pp | 22.74%-17.6pp | 478.56%-473.4pp |
| Employer contribution / active EE | $1,748 | $5,160-66.1% | $4,136-57.7% | $4,837-63.9% |
| Participant deferral / active EE | $5,149 | $6,440-20.0% | $5,506-6.5% | $6,341-18.8% |
| Admin fee / account holder | $70 | $13,259-99.5% | $10,280-99.3% | $12,309-99.4% |