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 3-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 | $347,638 | $159,602+117.8% | $150,045+131.7% | $142,382+144.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 3.40% | 70.24%-66.8pp | 62.55%-59.2pp | 217.08%-213.7pp |
| Employer contribution / active EE | $3,721 | $4,961-25.0% | $4,693-20.7% | $4,299-13.4% |
| Participant deferral / active EE | $10,862 | $8,310+30.7% | $7,997+35.8% | $6,507+66.9% |
| Admin fee / account holder | $154 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |