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 | $314,867 | $183,519+71.6% | $155,509+102.5% | $145,922+115.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.12% | 61.17%-56.0pp | 64.67%-59.5pp | 561.29%-556.2pp |
| Employer contribution / active EE | $9,420 | $5,313+77.3% | $4,672+101.6% | $4,660+102.2% |
| Participant deferral / active EE | $18,546 | $6,462+187.0% | $5,626+229.6% | $6,688+177.3% |
| Admin fee / account holder | $50 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |