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 9-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 | $305,896 | $112,096+172.9% | $95,952+218.8% | $158,922+92.5% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 2.39% | 171.09%-168.7pp | 91.61%-89.2pp | 302.83%-300.4pp |
| Employer contribution / active EE | $1,783 | $3,198-44.2% | $2,541-29.8% | $4,761-62.5% |
| Participant deferral / active EE | $8,327 | $4,784+74.1% | $4,167+99.8% | $5,982+39.2% |
| Admin fee / account holder | $4 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |