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 | $359,701 | $124,281+189.4% | $109,143+229.6% | $167,490+114.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.92% | 26.04%-22.1pp | 25.75%-21.8pp | 478.56%-474.6pp |
| Employer contribution / active EE | $2,270 | $4,207-46.0% | $3,722-39.0% | $4,837-53.1% |
| Participant deferral / active EE | $2,594 | $5,255-50.6% | $4,653-44.2% | $6,341-59.1% |
| Admin fee / account holder | $7 | $7,970-99.9% | $6,752-99.9% | $12,309-99.9% |