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 | $465,955 | $172,111+170.7% | $150,298+210.0% | $137,256+239.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5.63% | 69.37%-63.7pp | 62.79%-57.2pp | 220.34%-214.7pp |
| Employer contribution / active EE | $18,721 | $4,636+303.8% | $4,154+350.7% | $4,156+350.5% |
| Participant deferral / active EE | $11,874 | $6,166+92.6% | $5,453+117.8% | $6,407+85.3% |
| Admin fee / account holder | $124 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |