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 | $260,429 | $197,591+31.8% | $177,821+46.5% | $158,922+63.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.60% | 58.76%-55.2pp | 48.32%-44.7pp | 302.83%-299.2pp |
| Employer contribution / active EE | $20,973 | $6,697+213.1% | $5,918+254.4% | $4,761+340.5% |
| Participant deferral / active EE | $15,143 | $8,405+80.2% | $7,714+96.3% | $5,982+153.1% |
| Admin fee / account holder | $13 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |