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 | $392,776 | $142,405+175.8% | $115,157+241.1% | $152,861+157.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 2.25% | 41.48%-39.2pp | 35.60%-33.4pp | 345.32%-343.1pp |
| Employer contribution / active EE | $14,064 | $4,010+250.7% | $3,179+342.4% | $4,762+195.3% |
| Participant deferral / active EE | $10,000 | $5,164+93.6% | $4,168+139.9% | $5,850+70.9% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |