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 | $363,718 | $201,272+80.7% | $184,203+97.5% | $145,922+149.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.35% | 29.00%-23.6pp | 28.81%-23.5pp | 561.29%-555.9pp |
| Employer contribution / active EE | $9,283 | $7,022+32.2% | $6,427+44.4% | $4,660+99.2% |
| Participant deferral / active EE | $5,999 | $9,806-38.8% | $9,131-34.3% | $6,688-10.3% |
| Admin fee / account holder | -$9 | $16,364-100.1% | $13,901-100.1% | $13,397-100.1% |