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 | $398,724 | $124,281+220.8% | $109,143+265.3% | $167,490+138.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.44% | 26.04%-25.6pp | 25.75%-25.3pp | 478.56%-478.1pp |
| Employer contribution / active EE | $38,177 | $4,207+807.4% | $3,722+925.7% | $4,837+689.2% |
| Participant deferral / active EE | $20,400 | $5,255+288.2% | $4,653+338.4% | $6,341+221.7% |
| Admin fee / account holder | $60 | $7,970-99.2% | $6,752-99.1% | $12,309-99.5% |