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 | $289,125 | $214,378+34.9% | $200,582+44.1% | $142,382+103.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 5.73% | 46.41%-40.7pp | 42.33%-36.6pp | 217.08%-211.3pp |
| Employer contribution / active EE | $15,602 | $6,841+128.1% | $6,419+143.1% | $4,299+262.9% |
| Participant deferral / active EE | $10,229 | $9,865+3.7% | $9,331+9.6% | $6,507+57.2% |
| Admin fee / account holder | $300 | $17,692-98.3% | $16,305-98.2% | $12,624-97.6% |