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 | $290,445 | $159,602+82.0% | $150,045+93.6% | $142,382+104.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.00% | 70.24%-58.2pp | 62.55%-50.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $5,451 | $4,961+9.9% | $4,693+16.2% | $4,299+26.8% |
| Participant deferral / active EE | $12,432 | $8,310+49.6% | $7,997+55.5% | $6,507+91.1% |
| Admin fee / account holder | $27 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |