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 | $368,022 | $100,970+264.5% | $96,576+281.1% | $137,256+168.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 4.92% | 38.16%-33.2pp | 38.47%-33.6pp | 220.34%-215.4pp |
| Employer contribution / active EE | $7,404 | $3,809+94.4% | $3,553+108.4% | $4,156+78.2% |
| Participant deferral / active EE | $11,076 | $8,286+33.7% | $7,956+39.2% | $6,407+72.9% |
| Admin fee / account holder | $157 | $11,312-98.6% | $11,381-98.6% | $12,270-98.7% |