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 9-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 | $356,655 | $183,963+93.9% | $162,163+119.9% | $152,861+133.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 9.20% | 150.76%-141.6pp | 115.59%-106.4pp | 345.32%-336.1pp |
| Employer contribution / active EE | $1,973 | $6,371-69.0% | $5,614-64.8% | $4,762-58.6% |
| Participant deferral / active EE | $12,667 | $8,034+57.7% | $7,298+73.6% | $5,850+116.5% |
| Admin fee / account holder | $32 | $13,121-99.8% | $10,843-99.7% | $11,596-99.7% |