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 | $302,606 | $81,625+270.7% | $58,482+417.4% | $139,434+117.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 6.36% | 7404.20%-7397.8pp | 4239.32%-4233.0pp | 372.94%-366.6pp |
| Employer contribution / active EE | $1,302 | $1,398-6.9% | $1,053+23.6% | $4,751-72.6% |
| Participant deferral / active EE | $1,465 | $2,557-42.7% | $1,924-23.9% | $6,710-78.2% |
| Admin fee / account holder | $18 | $3,265-99.5% | $2,516-99.3% | $11,403-99.8% |