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 | $425,880 | $142,405+199.1% | $115,157+269.8% | $152,861+178.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 3.05% | 41.48%-38.4pp | 35.60%-32.6pp | 345.32%-342.3pp |
| Employer contribution / active EE | $3,175 | $4,010-20.8% | $3,179-0.1% | $4,762-33.3% |
| Participant deferral / active EE | $14,562 | $5,164+182.0% | $4,168+249.3% | $5,850+148.9% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |