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 | $321,253 | $103,376+210.8% | $87,100+268.8% | $152,861+110.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 10.23% | 28.10%-17.9pp | 28.19%-18.0pp | 345.32%-335.1pp |
| Employer contribution / active EE | $1,859 | $3,220-42.3% | $2,521-26.3% | $4,762-61.0% |
| Participant deferral / active EE | $7,095 | $4,778+48.5% | $4,049+75.2% | $5,850+21.3% |
| Admin fee / account holder | $188 | $12,205-98.5% | $7,497-97.5% | $11,596-98.4% |