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 | $350,161 | $157,256+122.7% | $141,162+148.1% | $152,861+129.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.32% | 64.32%-52.0pp | 71.39%-59.1pp | 345.32%-333.0pp |
| Employer contribution / active EE | $12,596 | $5,261+139.4% | $4,735+166.0% | $4,762+164.5% |
| Participant deferral / active EE | $9,900 | $7,109+39.3% | $6,709+47.6% | $5,850+69.2% |
| Admin fee / account holder | $230 | $12,120-98.1% | $10,261-97.8% | $11,596-98.0% |