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 | $301,433 | $162,781+85.2% | $133,956+125.0% | $158,922+89.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -5.92% | 41.94%-47.9pp | 45.09%-51.0pp | 302.83%-308.7pp |
| Employer contribution / active EE | $4,500 | $4,975-9.6% | $3,919+14.8% | $4,761-5.5% |
| Participant deferral / active EE | $11,000 | $5,911+86.1% | $5,048+117.9% | $5,982+83.9% |
| Admin fee / account holder | $21 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |