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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $257,361 | $154,228+66.9% | $145,433+77.0% | $137,256+87.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -19.02% | 74.59%-93.6pp | 66.58%-85.6pp | 220.34%-239.4pp |
| Employer contribution / active EE | $3,512 | $4,804-26.9% | $4,554-22.9% | $4,156-15.5% |
| Participant deferral / active EE | $155 | $8,216-98.1% | $7,897-98.0% | $6,407-97.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |