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 | $280,573 | $183,519+52.9% | $155,509+80.4% | $145,922+92.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.25% | 61.17%-55.9pp | 64.67%-59.4pp | 561.29%-556.0pp |
| Employer contribution / active EE | $4,250 | $5,313-20.0% | $4,672-9.0% | $4,660-8.8% |
| Participant deferral / active EE | $10,879 | $6,462+68.3% | $5,626+93.4% | $6,688+62.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |