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 | $639,459 | $214,378+198.3% | $200,582+218.8% | $142,382+349.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 6.90% | 46.41%-39.5pp | 42.33%-35.4pp | 217.08%-210.2pp |
| Employer contribution / active EE | $12,143 | $6,841+77.5% | $6,419+89.2% | $4,299+182.4% |
| Participant deferral / active EE | $13,692 | $9,865+38.8% | $9,331+46.7% | $6,507+110.4% |
| Admin fee / account holder | $31 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |