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 | $326,586 | $183,519+78.0% | $155,509+110.0% | $145,922+123.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.40% | 61.17%-52.8pp | 64.67%-56.3pp | 561.29%-552.9pp |
| Employer contribution / active EE | $3,383 | $5,313-36.3% | $4,672-27.6% | $4,660-27.4% |
| Participant deferral / active EE | $4,936 | $6,462-23.6% | $5,626-12.3% | $6,688-26.2% |
| Admin fee / account holder | $179 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |