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 | $322,414 | $150,440+114.3% | $136,294+136.6% | $147,584+118.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.74% | 1049.08%-1045.3pp | 5155.94%-5152.2pp | 578.55%-574.8pp |
| Employer contribution / active EE | $5,194 | $5,256-1.2% | $4,695+10.6% | $4,876+6.5% |
| Participant deferral / active EE | $9,745 | $6,630+47.0% | $6,247+56.0% | $5,439+79.2% |
| Admin fee / account holder | $198 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |