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 | $1,616,767 | $214,378+654.2% | $200,582+706.0% | $142,382+1035.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.33% | 46.41%-37.1pp | 42.33%-33.0pp | 217.08%-207.7pp |
| Employer contribution / active EE | $14,875 | $6,841+117.4% | $6,419+131.7% | $4,299+246.0% |
| Participant deferral / active EE | $21,375 | $9,865+116.7% | $9,331+129.1% | $6,507+228.5% |
| Admin fee / account holder | $97 | $17,692-99.5% | $16,305-99.4% | $12,624-99.2% |