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 | $362,547 | $183,519+97.6% | $155,509+133.1% | $145,922+148.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.73% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.6pp |
| Employer contribution / active EE | $3,000 | $5,313-43.5% | $4,672-35.8% | $4,660-35.6% |
| Participant deferral / active EE | $4,806 | $6,462-25.6% | $5,626-14.6% | $6,688-28.1% |
| Admin fee / account holder | $192 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |