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 | $261,977 | $201,259+30.2% | $184,200+42.2% | $145,959+79.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.73% | 28.98%-21.3pp | 28.80%-21.1pp | 561.95%-554.2pp |
| Employer contribution / active EE | $5,798 | $7,018-17.4% | $6,424-9.7% | $4,661+24.4% |
| Participant deferral / active EE | $11,655 | $9,806+18.9% | $9,132+27.6% | $6,689+74.3% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |