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 | $267,682 | $102,828+160.3% | $105,387+154.0% | $152,861+75.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 3.45% | 20.85%-17.4pp | 26.82%-23.4pp | 345.32%-341.9pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,000 | $5,465+83.0% | $5,502+81.8% | $5,850+70.9% |
| Admin fee / account holder | $192 | $8,683-97.8% | $6,559-97.1% | $11,596-98.3% |