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 | $1,036,359 | $159,901+548.1% | $146,958+605.2% | $145,922+610.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.43% | 98.13%-90.7pp | 418.34%-410.9pp | 561.29%-553.9pp |
| Employer contribution / active EE | $4,583 | $5,286-13.3% | $4,933-7.1% | $4,660-1.7% |
| Participant deferral / active EE | $13,633 | $8,428+61.8% | $8,070+68.9% | $6,688+103.9% |
| Admin fee / account holder | $59 | $15,044-99.6% | $12,998-99.5% | $13,397-99.6% |