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 | $257,007 | $135,952+89.0% | $123,892+107.4% | $273,961-6.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.49% | 56.63%-53.1pp | 47.52%-44.0pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,260 | $5,170-75.6% | $4,617-72.7% | $4,869-74.1% |
| Participant deferral / active EE | $13,200 | $6,343+108.1% | $5,984+120.6% | $5,287+149.7% |
| Admin fee / account holder | $9 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |