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 | $735,349 | $157,256+367.6% | $141,162+420.9% | $152,861+381.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.82% | 64.32%-58.5pp | 71.39%-65.6pp | 345.32%-339.5pp |
| Employer contribution / active EE | $4,627 | $5,261-12.0% | $4,735-2.3% | $4,762-2.8% |
| Participant deferral / active EE | $4,103 | $7,109-42.3% | $6,709-38.8% | $5,850-29.9% |
| Admin fee / account holder | $138 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |