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 4-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 | $309,919 | $209,832+47.7% | $189,513+63.5% | $167,490+85.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 2.33% | 748.27%-745.9pp | 555.15%-552.8pp | 478.56%-476.2pp |
| Employer contribution / active EE | $3,480 | $6,914-49.7% | $6,162-43.5% | $4,837-28.1% |
| Participant deferral / active EE | $17,633 | $8,935+97.4% | $8,221+114.5% | $6,341+178.1% |
| Admin fee / account holder | $25 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |