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 | $403,699 | $201,272+100.6% | $184,203+119.2% | $145,922+176.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.57% | 29.00%-21.4pp | 28.81%-21.2pp | 561.29%-553.7pp |
| Employer contribution / active EE | $8,790 | $7,022+25.2% | $6,427+36.8% | $4,660+88.6% |
| Participant deferral / active EE | $30,915 | $9,806+215.3% | $9,131+238.6% | $6,688+362.3% |
| Admin fee / account holder | $207 | $16,364-98.7% | $13,901-98.5% | $13,397-98.5% |