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 | $318,984 | $177,572+79.6% | $154,803+106.1% | $142,382+124.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.09% | 65.07%-59.0pp | 58.88%-52.8pp | 217.08%-211.0pp |
| Employer contribution / active EE | $13,842 | $4,810+187.7% | $4,305+221.5% | $4,299+222.0% |
| Participant deferral / active EE | $11,400 | $6,272+81.8% | $5,540+105.8% | $6,507+75.2% |
| Admin fee / account holder | $40 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |