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 | $270,905 | $159,901+69.4% | $146,958+84.3% | $145,922+85.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.03% | 98.13%-93.1pp | 418.34%-413.3pp | 561.29%-556.3pp |
| Employer contribution / active EE | $21,903 | $5,286+314.4% | $4,933+344.0% | $4,660+370.1% |
| Participant deferral / active EE | $26,579 | $8,428+215.4% | $8,070+229.4% | $6,688+297.4% |
| Admin fee / account holder | $70 | $15,044-99.5% | $12,998-99.5% | $13,397-99.5% |