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 | $286,688 | $104,664+173.9% | $85,682+234.6% | $167,490+71.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 4.48% | 21.45%-17.0pp | 21.49%-17.0pp | 478.56%-474.1pp |
| Employer contribution / active EE | $25,000 | $3,337+649.2% | $2,618+854.8% | $4,837+416.8% |
| Participant deferral / active EE | $28,166 | $4,824+483.8% | $3,923+618.0% | $6,341+344.2% |
| Admin fee / account holder | $20 | $10,032-99.8% | $6,873-99.7% | $12,309-99.8% |