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 | $384,260 | $87,841+337.4% | $133,980+186.8% | $62,891+511.0% |
| Participation rate | 87.9% | 83.4%+4.5pp | 87.1%+0.8pp | 69.3%+18.6pp |
| Annual return | -0.41% | 12.05%-12.5pp | 29.30%-29.7pp | 20.14%-20.6pp |
| Employer contribution / active EE | $18,182 | $3,483+422.0% | $5,211+248.9% | $2,281+697.1% |
| Participant deferral / active EE | $7,531 | $4,812+56.5% | $6,282+19.9% | $3,203+135.1% |
| Admin fee / account holder | $0 | $5,371-100.0% | $9,324-100.0% | $4,296-100.0% |