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 | $285,641 | $171,865+66.2% | $149,718+90.8% | $147,584+93.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.49% | 2113.22%-2110.7pp | 1501.63%-1499.1pp | 578.55%-576.1pp |
| Employer contribution / active EE | $1,613 | $6,275-74.3% | $5,445-70.4% | $4,876-66.9% |
| Participant deferral / active EE | $14,008 | $7,271+92.7% | $6,569+113.2% | $5,439+157.6% |
| Admin fee / account holder | $17 | $13,799-99.9% | $11,283-99.8% | $10,885-99.8% |