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 3-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 | $304,769 | $214,378+42.2% | $200,582+51.9% | $142,382+114.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.11% | 46.41%-38.3pp | 42.33%-34.2pp | 217.08%-209.0pp |
| Employer contribution / active EE | $25,688 | $6,841+275.5% | $6,419+300.2% | $4,299+497.5% |
| Participant deferral / active EE | $16,813 | $9,865+70.4% | $9,331+80.2% | $6,507+158.4% |
| Admin fee / account holder | $17 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |