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 | $654,540 | $154,117+324.7% | $129,995+403.5% | $139,434+369.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -6.72% | 32.48%-39.2pp | -137.18%+130.5pp | 372.94%-379.7pp |
| Employer contribution / active EE | $22,019 | $5,289+316.3% | $4,320+409.7% | $4,751+363.5% |
| Participant deferral / active EE | $6,680 | $6,710-0.4% | $5,820+14.8% | $6,710-0.4% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |