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 | $353,220 | $214,378+64.8% | $200,582+76.1% | $142,382+148.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 5.26% | 46.41%-41.1pp | 42.33%-37.1pp | 217.08%-211.8pp |
| Employer contribution / active EE | $9,988 | $6,841+46.0% | $6,419+55.6% | $4,299+132.3% |
| Participant deferral / active EE | $5,000 | $9,865-49.3% | $9,331-46.4% | $6,507-23.2% |
| Admin fee / account holder | $162 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |