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 | $866,073 | $163,101+431.0% | $136,749+533.3% | $142,382+508.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 3.95% | 27.54%-23.6pp | 24.33%-20.4pp | 217.08%-213.1pp |
| Employer contribution / active EE | $8,333 | $4,117+102.4% | $3,400+145.1% | $4,299+93.8% |
| Participant deferral / active EE | $13,333 | $5,585+138.7% | $4,692+184.2% | $6,507+104.9% |
| Admin fee / account holder | $25 | $14,318-99.8% | $11,386-99.8% | $12,624-99.8% |