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 | $263,040 | $202,318+30.0% | $172,739+52.3% | $152,861+72.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.69% | 1029.65%-1029.0pp | 802.84%-802.2pp | 345.32%-344.6pp |
| Employer contribution / active EE | $8,546 | $5,856+45.9% | $5,143+66.2% | $4,762+79.5% |
| Participant deferral / active EE | $5,493 | $5,948-7.6% | $5,198+5.7% | $5,850-6.1% |
| Admin fee / account holder | $41 | $17,109-99.8% | $13,954-99.7% | $11,596-99.6% |