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 | $1,033,748 | $138,044+648.9% | $125,339+724.8% | $134,475+668.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.46% | 750.33%-772.8pp | 572.05%-594.5pp | 417.96%-440.4pp |
| Employer contribution / active EE | $4,500 | $5,243-14.2% | $4,814-6.5% | $4,740-5.1% |
| Participant deferral / active EE | $34,000 | $7,799+336.0% | $7,446+356.6% | $6,400+431.3% |
| Admin fee / account holder | $90 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |