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 | $257,322 | $209,411+22.9% | $178,490+44.2% | $158,922+61.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.50% | 188.75%-189.3pp | 151.07%-151.6pp | 302.83%-303.3pp |
| Employer contribution / active EE | $6,107 | $5,706+7.0% | $5,011+21.9% | $4,761+28.3% |
| Participant deferral / active EE | $10,987 | $5,954+84.5% | $5,202+111.2% | $5,982+83.7% |
| Admin fee / account holder | $207 | $17,074-98.8% | $13,984-98.5% | $11,246-98.2% |