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 | $321,141 | $226,064+42.1% | $182,532+75.9% | $152,861+110.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | -1.74% | 192.51%-194.2pp | 148.54%-150.3pp | 345.32%-347.1pp |
| Employer contribution / active EE | $1,800 | $4,978-63.8% | $4,076-55.8% | $4,762-62.2% |
| Participant deferral / active EE | $10,600 | $6,368+66.5% | $5,524+91.9% | $5,850+81.2% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |