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 | $209,336+205.5% | $197,124+224.4% | $137,256+365.9% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 6.90% | 48.09%-41.2pp | 44.34%-37.4pp | 220.34%-213.4pp |
| Employer contribution / active EE | $12,143 | $6,591+84.2% | $6,227+95.0% | $4,156+192.2% |
| Participant deferral / active EE | $13,692 | $9,614+42.4% | $9,135+49.9% | $6,407+113.7% |
| Admin fee / account holder | $31 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |