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 | $422,041 | $210,648+100.4% | $177,989+137.1% | $145,922+189.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.44% | 385.86%-385.4pp | 294.48%-294.0pp | 561.29%-560.8pp |
| Employer contribution / active EE | $2,415 | $4,565-47.1% | $3,949-38.8% | $4,660-48.2% |
| Participant deferral / active EE | $3,415 | $6,958-50.9% | $6,276-45.6% | $6,688-48.9% |
| Admin fee / account holder | $20 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |