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 | $331,086 | $153,772+115.3% | $133,980+147.1% | $273,961+20.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -4.28% | 36.51%-40.8pp | 29.30%-33.6pp | 41.45%-45.7pp |
| Employer contribution / active EE | $15,900 | $6,029+163.7% | $5,211+205.1% | $4,869+226.6% |
| Participant deferral / active EE | $24,000 | $6,958+244.9% | $6,282+282.1% | $5,287+353.9% |
| Admin fee / account holder | $122 | $11,765-99.0% | $9,324-98.7% | $10,132-98.8% |