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 | $349,178 | $197,591+76.7% | $177,821+96.4% | $158,922+119.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.09% | 58.76%-55.7pp | 48.32%-45.2pp | 302.83%-299.7pp |
| Employer contribution / active EE | $3,102 | $6,697-53.7% | $5,918-47.6% | $4,761-34.8% |
| Participant deferral / active EE | $12,627 | $8,405+50.2% | $7,714+63.7% | $5,982+111.1% |
| Admin fee / account holder | -$677 | $15,399-104.4% | $12,427-105.4% | $11,246-106.0% |