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 | $261,180 | $72,071+262.4% | $68,368+282.0% | $137,256+90.3% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 12.00% | 353.14%-341.1pp | 292.57%-280.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,772 | $2,788-36.4% | $2,649-33.1% | $4,156-57.4% |
| Participant deferral / active EE | $10,030 | $4,410+127.4% | $4,123+143.3% | $6,407+56.5% |
| Admin fee / account holder | $16 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |