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 | $268,242 | $165,335+62.2% | $149,696+79.2% | $158,922+68.8% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 3.94% | 348.15%-344.2pp | 276.60%-272.7pp | 302.83%-298.9pp |
| Employer contribution / active EE | $11,756 | $5,103+130.4% | $4,644+153.1% | $4,761+146.9% |
| Participant deferral / active EE | $8,937 | $7,181+24.5% | $6,842+30.6% | $5,982+49.4% |
| Admin fee / account holder | $197 | $10,807-98.2% | $9,309-97.9% | $11,246-98.2% |