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 6-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 | $289,028 | $165,335+74.8% | $149,696+93.1% | $158,922+81.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.45% | 348.15%-347.7pp | 276.60%-276.1pp | 302.83%-302.4pp |
| Employer contribution / active EE | $7,290 | $5,103+42.9% | $4,644+57.0% | $4,761+53.1% |
| Participant deferral / active EE | $22,750 | $7,181+216.8% | $6,842+232.5% | $5,982+280.3% |
| Admin fee / account holder | $32 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |