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 | $307,726 | $149,734+105.5% | $118,925+158.8% | $158,922+93.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -5.32% | 19.95%-25.3pp | 35.88%-41.2pp | 302.83%-308.1pp |
| Employer contribution / active EE | $9,521 | $4,115+131.3% | $3,263+191.8% | $4,761+100.0% |
| Participant deferral / active EE | $12,355 | $5,223+136.5% | $4,265+189.7% | $5,982+106.5% |
| Admin fee / account holder | $82 | $8,603-99.1% | $6,581-98.8% | $11,246-99.3% |