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 5-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 | $605,273 | $148,978+306.3% | $200,582+201.8% | $84,808+613.7% |
| Participation rate | 91.4% | 84.2%+7.2pp | 86.9%+4.5pp | 68.3%+23.1pp |
| Annual return | 11.64% | 28.16%-16.5pp | 42.33%-30.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $28,005 | $4,815+481.6% | $6,419+336.3% | $2,631+964.4% |
| Participant deferral / active EE | $19,029 | $7,142+166.4% | $9,331+103.9% | $4,212+351.8% |
| Admin fee / account holder | $3 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |