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 | $267,685 | $101,618+163.4% | $93,063+187.6% | $137,256+95.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 6.04% | 223.95%-217.9pp | 34.15%-28.1pp | 220.34%-214.3pp |
| Employer contribution / active EE | $3,119 | $2,707+15.2% | $2,476+26.0% | $4,156-25.0% |
| Participant deferral / active EE | $17,713 | $4,279+313.9% | $3,958+347.5% | $6,407+176.5% |
| Admin fee / account holder | $20 | $6,198-99.7% | $6,033-99.7% | $12,270-99.8% |