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 | $279,632 | $157,256+77.8% | $141,162+98.1% | $152,861+82.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.82% | 64.32%-62.5pp | 71.39%-69.6pp | 345.32%-343.5pp |
| Employer contribution / active EE | $20,817 | $5,261+295.7% | $4,735+339.6% | $4,762+337.1% |
| Participant deferral / active EE | $11,850 | $7,109+66.7% | $6,709+76.6% | $5,850+102.6% |
| Admin fee / account holder | $204 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |