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 | $271,969 | $217,402+25.1% | $185,823+46.4% | $167,490+62.4% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 6.49% | 148.36%-141.9pp | 122.05%-115.6pp | 478.56%-472.1pp |
| Employer contribution / active EE | $2,839 | $5,873-51.7% | $5,167-45.1% | $4,837-41.3% |
| Participant deferral / active EE | $8,619 | $6,356+35.6% | $5,568+54.8% | $6,341+35.9% |
| Admin fee / account holder | $101 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |