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 | $607,229 | $148,534+308.8% | $135,903+346.8% | $139,434+335.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 11.37% | 79.19%-67.8pp | 68.23%-56.9pp | 372.94%-361.6pp |
| Employer contribution / active EE | $4,861 | $5,243-7.3% | $4,856+0.1% | $4,751+2.3% |
| Participant deferral / active EE | $14,300 | $8,100+76.5% | $7,758+84.3% | $6,710+113.1% |
| Admin fee / account holder | $34 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |