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.
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 | $313,419 | $111,754+180.5% | $103,333+203.3% | $145,922+114.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.32% | 24.77%-19.4pp | 24.88%-19.6pp | 561.29%-556.0pp |
| Employer contribution / active EE | $6,000 | $4,212+42.4% | $3,868+55.1% | $4,660+28.8% |
| Participant deferral / active EE | $30,500 | $5,619+442.8% | $5,057+503.1% | $6,688+356.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |