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 | $926,701 | $159,901+479.5% | $146,958+530.6% | $145,922+535.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.68% | 98.13%-93.5pp | 418.34%-413.7pp | 561.29%-556.6pp |
| Employer contribution / active EE | $14,638 | $5,286+176.9% | $4,933+196.7% | $4,660+214.1% |
| Participant deferral / active EE | $29,821 | $8,428+253.8% | $8,070+269.5% | $6,688+345.9% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |