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 | $304,034 | $116,175+161.7% | $93,606+224.8% | $152,861+98.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 8.73% | 35.96%-27.2pp | 32.76%-24.0pp | 345.32%-336.6pp |
| Employer contribution / active EE | $12,513 | $3,218+288.8% | $2,718+360.4% | $4,762+162.7% |
| Participant deferral / active EE | $3,537 | $4,603-23.2% | $4,069-13.1% | $5,850-39.5% |
| Admin fee / account holder | $213 | $10,748-98.0% | $7,888-97.3% | $11,596-98.2% |