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 | $461,225 | $168,632+173.5% | $147,614+212.5% | $125,391+267.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.76% | 77.65%-81.4pp | 61.98%-65.7pp | 282.22%-286.0pp |
| Employer contribution / active EE | $17,586 | $6,252+181.3% | $5,564+216.0% | $4,866+261.4% |
| Participant deferral / active EE | $15,055 | $5,507+173.4% | $4,895+207.5% | $5,352+181.3% |
| Admin fee / account holder | $95 | $13,580-99.3% | $11,611-99.2% | $9,540-99.0% |