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 5-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 | $280,877 | $159,602+76.0% | $150,045+87.2% | $142,382+97.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.62% | 70.24%-61.6pp | 62.55%-53.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $26,658 | $4,961+437.4% | $4,693+468.0% | $4,299+520.1% |
| Participant deferral / active EE | $13,823 | $8,310+66.3% | $7,997+72.9% | $6,507+112.4% |
| Admin fee / account holder | $18 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |