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 | $282,990 | $165,335+71.2% | $149,696+89.0% | $158,922+78.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.71% | 348.15%-342.4pp | 276.60%-270.9pp | 302.83%-297.1pp |
| Employer contribution / active EE | $9,244 | $5,103+81.2% | $4,644+99.0% | $4,761+94.2% |
| Participant deferral / active EE | $4,012 | $7,181-44.1% | $6,842-41.4% | $5,982-32.9% |
| Admin fee / account holder | $101 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |