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 | $1,083,410 | $105,931+922.7% | $81,930+1222.4% | $158,922+581.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | -2.58% | 38.17%-40.7pp | 29.49%-32.1pp | 302.83%-305.4pp |
| Employer contribution / active EE | $19,782 | $7,800+153.6% | $4,310+359.0% | $4,761+315.5% |
| Participant deferral / active EE | $13,000 | $13,0030% | $7,107+82.9% | $5,982+117.3% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |