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 | $294,756 | $181,894+62.0% | $156,549+88.3% | $273,961+7.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.32% | 30.74%-31.1pp | 32.23%-32.6pp | 41.45%-41.8pp |
| Employer contribution / active EE | $1,957 | $6,248-68.7% | $5,501-64.4% | $4,869-59.8% |
| Participant deferral / active EE | $4,973 | $5,550-10.4% | $4,871+2.1% | $5,287-5.9% |
| Admin fee / account holder | $43 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |