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 | $350,401 | $214,378+63.5% | $200,582+74.7% | $142,382+146.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 10.60% | 46.41%-35.8pp | 42.33%-31.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $3,235 | $6,841-52.7% | $6,419-49.6% | $4,299-24.8% |
| Participant deferral / active EE | $10,433 | $9,865+5.8% | $9,331+11.8% | $6,507+60.3% |
| Admin fee / account holder | $290 | $17,692-98.4% | $16,305-98.2% | $12,624-97.7% |