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 | $282,021 | $198,466+42.1% | $170,442+65.5% | $147,584+91.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.99% | 257.29%-255.3pp | 205.93%-203.9pp | 578.55%-576.6pp |
| Employer contribution / active EE | $11,020 | $6,184+78.2% | $5,433+102.8% | $4,876+126.0% |
| Participant deferral / active EE | $21,400 | $5,629+280.1% | $4,939+333.2% | $5,439+293.5% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |