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 | $377,739 | $106,515+254.6% | $96,683+290.7% | $139,434+170.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.84% | 38.43%-29.6pp | 35.69%-26.9pp | 372.94%-364.1pp |
| Employer contribution / active EE | $5,420 | $4,103+32.1% | $3,737+45.1% | $4,751+14.1% |
| Participant deferral / active EE | $11,576 | $5,454+112.2% | $4,878+137.3% | $6,710+72.5% |
| Admin fee / account holder | $32 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |