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 9-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 | $276,196 | $112,729+145.0% | $98,716+179.8% | $137,256+101.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.83% | 38.48%-28.7pp | 31.81%-22.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $3,892 | $2,725+42.8% | $2,279+70.8% | $4,156-6.4% |
| Participant deferral / active EE | $11,623 | $4,640+150.5% | $4,048+187.1% | $6,407+81.4% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |