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 | $533,242 | $159,602+234.1% | $150,045+255.4% | $142,382+274.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.36% | 70.24%-60.9pp | 62.55%-53.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $19,677 | $4,961+296.7% | $4,693+319.3% | $4,299+357.7% |
| Participant deferral / active EE | $20,900 | $8,310+151.5% | $7,997+161.3% | $6,507+221.2% |
| Admin fee / account holder | $33 | $14,846-99.8% | $13,435-99.8% | $12,624-99.7% |