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 | $257,910 | $144,119+79.0% | $117,854+118.8% | $147,584+74.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 3.27% | 531.15%-527.9pp | 335.08%-331.8pp | 578.55%-575.3pp |
| Employer contribution / active EE | $22,578 | $4,896+361.1% | $3,786+496.3% | $4,876+363.0% |
| Participant deferral / active EE | $13,822 | $5,316+160.0% | $4,482+208.4% | $5,439+154.1% |
| Admin fee / account holder | $50 | $10,886-99.5% | $8,020-99.4% | $10,885-99.5% |