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 | $587,888 | $183,519+220.3% | $155,509+278.0% | $145,922+302.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.17% | 61.17%-56.0pp | 64.67%-59.5pp | 561.29%-556.1pp |
| Employer contribution / active EE | $1,396 | $5,313-73.7% | $4,672-70.1% | $4,660-70.1% |
| Participant deferral / active EE | $15,000 | $6,462+132.1% | $5,626+166.6% | $6,688+124.3% |
| Admin fee / account holder | $7 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |