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 | $482,980 | $101,069+377.9% | $81,478+492.8% | $147,584+227.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 3.63% | 32.40%-28.8pp | 38.78%-35.2pp | 578.55%-574.9pp |
| Employer contribution / active EE | $5,169 | $3,205+61.3% | $2,568+101.3% | $4,876+6.0% |
| Participant deferral / active EE | $12,000 | $4,242+182.9% | $3,537+239.3% | $5,439+120.6% |
| Admin fee / account holder | $283 | $5,812-95.1% | $4,561-93.8% | $10,885-97.4% |