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 | $294,244 | $180,449+63.1% | $154,107+90.9% | $135,375+117.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.83% | 888.09%-896.9pp | 735.12%-743.9pp | 519.73%-528.6pp |
| Employer contribution / active EE | $6,545 | $6,035+8.4% | $5,298+23.5% | $4,779+36.9% |
| Participant deferral / active EE | $12,250 | $5,806+111.0% | $5,081+141.1% | $5,609+118.4% |
| Admin fee / account holder | $25 | $16,143-99.8% | $13,411-99.8% | $10,827-99.8% |