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 4-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 | $259,229 | $214,378+20.9% | $200,582+29.2% | $142,382+82.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.55% | 46.41%-35.9pp | 42.33%-31.8pp | 217.08%-206.5pp |
| Employer contribution / active EE | $15,619 | $6,841+128.3% | $6,419+143.3% | $4,299+263.3% |
| Participant deferral / active EE | $8,193 | $9,865-16.9% | $9,331-12.2% | $6,507+25.9% |
| Admin fee / account holder | $195 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |