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 | $394,922 | $226,064+74.7% | $182,532+116.4% | $152,861+158.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 1.85% | 192.51%-190.7pp | 148.54%-146.7pp | 345.32%-343.5pp |
| Employer contribution / active EE | $1,594 | $4,978-68.0% | $4,076-60.9% | $4,762-66.5% |
| Participant deferral / active EE | $8,167 | $6,368+28.2% | $5,524+47.8% | $5,850+39.6% |
| Admin fee / account holder | $3 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |