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 | $261,180 | $74,888+248.8% | $71,209+266.8% | $142,382+83.4% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 12.00% | 345.14%-333.1pp | 282.51%-270.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,772 | $2,854-37.9% | $2,721-34.9% | $4,299-58.8% |
| Participant deferral / active EE | $10,030 | $4,454+125.2% | $4,175+140.2% | $6,507+54.1% |
| Admin fee / account holder | $16 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |