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 | $1,191,041 | $232,540+412.2% | $185,117+543.4% | $147,584+707.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 4.73% | 43.03%-38.3pp | 40.50%-35.8pp | 578.55%-573.8pp |
| Employer contribution / active EE | $900 | $5,195-82.7% | $4,182-78.5% | $4,876-81.5% |
| Participant deferral / active EE | $900 | $5,834-84.6% | $5,045-82.2% | $5,439-83.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |