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 | $274,889 | $185,822+47.9% | $169,993+61.7% | $139,434+97.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 2.28% | 60.50%-58.2pp | 53.37%-51.1pp | 372.94%-370.7pp |
| Employer contribution / active EE | $6,590 | $7,590-13.2% | $6,785-2.9% | $4,751+38.7% |
| Participant deferral / active EE | $4,911 | $11,622-57.7% | $10,408-52.8% | $6,710-26.8% |
| Admin fee / account holder | $42 | $15,381-99.7% | $12,815-99.7% | $11,403-99.6% |