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 | $327,722 | $153,772+113.1% | $133,980+144.6% | $273,961+19.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -9.60% | 36.51%-46.1pp | 29.30%-38.9pp | 41.45%-51.1pp |
| Employer contribution / active EE | $1,696 | $6,029-71.9% | $5,211-67.5% | $4,869-65.2% |
| Participant deferral / active EE | $14,400 | $6,958+106.9% | $6,282+129.2% | $5,287+172.4% |
| Admin fee / account holder | $300 | $11,765-97.5% | $9,324-96.8% | $10,132-97.0% |