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 | $301,505 | $201,272+49.8% | $184,203+63.7% | $145,922+106.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.18% | 29.00%-27.8pp | 28.81%-27.6pp | 561.29%-560.1pp |
| Employer contribution / active EE | $12,878 | $7,022+83.4% | $6,427+100.4% | $4,660+176.4% |
| Participant deferral / active EE | $12,518 | $9,806+27.7% | $9,131+37.1% | $6,688+87.2% |
| Admin fee / account holder | $76 | $16,364-99.5% | $13,901-99.5% | $13,397-99.4% |