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.
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 | $653,038 | $181,894+259.0% | $156,549+317.1% | $273,961+138.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -4.14% | 30.74%-34.9pp | 32.23%-36.4pp | 41.45%-45.6pp |
| Employer contribution / active EE | $4,786 | $6,248-23.4% | $5,501-13.0% | $4,869-1.7% |
| Participant deferral / active EE | $20,615 | $5,550+271.4% | $4,871+323.2% | $5,287+289.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |