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 | $368,215 | $202,318+82.0% | $172,739+113.2% | $152,861+140.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.86% | 1029.65%-1021.8pp | 802.84%-795.0pp | 345.32%-337.5pp |
| Employer contribution / active EE | $8,949 | $5,856+52.8% | $5,143+74.0% | $4,762+87.9% |
| Participant deferral / active EE | $5,487 | $5,948-7.8% | $5,198+5.6% | $5,850-6.2% |
| Admin fee / account holder | $8 | $17,109-100.0% | $13,954-99.9% | $11,596-99.9% |