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 | $290,351 | $161,352+79.9% | $134,172+116.4% | $137,256+111.5% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | 3.46% | 28.72%-25.3pp | 25.30%-21.8pp | 220.34%-216.9pp |
| Employer contribution / active EE | $21,375 | $4,099+421.5% | $3,420+525.0% | $4,156+414.3% |
| Participant deferral / active EE | $21,375 | $5,552+285.0% | $4,690+355.7% | $6,407+233.6% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,016-99.8% | $12,270-99.8% |