Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $907,114 | $209,336+333.3% | $197,124+360.2% | $137,256+560.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.25% | 48.09%-38.8pp | 44.34%-35.1pp | 220.34%-211.1pp |
| Employer contribution / active EE | $5,484 | $6,591-16.8% | $6,227-11.9% | $4,156+32.0% |
| Participant deferral / active EE | $7,704 | $9,614-19.9% | $9,135-15.7% | $6,407+20.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |