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 | $449,693 | $159,934+181.2% | $147,005+205.9% | $145,959+208.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.21% | 98.24%-89.0pp | 418.76%-409.6pp | 561.95%-552.7pp |
| Employer contribution / active EE | $12,500 | $5,287+136.4% | $4,934+153.3% | $4,661+168.2% |
| Participant deferral / active EE | $6,478 | $8,427-23.1% | $8,070-19.7% | $6,689-3.1% |
| Admin fee / account holder | $56 | $15,053-99.6% | $13,006-99.6% | $13,398-99.6% |