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 | $154,228+125.4% | $145,433+139.0% | $137,256+153.3% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 3.40% | 74.59%-71.2pp | 66.58%-63.2pp | 220.34%-216.9pp |
| Employer contribution / active EE | $3,721 | $4,804-22.5% | $4,554-18.3% | $4,156-10.5% |
| Participant deferral / active EE | $10,862 | $8,216+32.2% | $7,897+37.5% | $6,407+69.5% |
| Admin fee / account holder | $154 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |