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 | $325,803 | $127,386+155.8% | $115,037+183.2% | $125,391+159.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.84% | 31.28%-35.1pp | 26.14%-30.0pp | 282.22%-286.1pp |
| Employer contribution / active EE | $2,935 | $5,166-43.2% | $4,608-36.3% | $4,866-39.7% |
| Participant deferral / active EE | $19,567 | $6,423+204.6% | $6,026+224.7% | $5,352+265.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |