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 | $106,584+245.3% | $101,326+263.2% | $142,382+158.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 4.92% | 36.93%-32.0pp | 36.82%-31.9pp | 217.08%-212.2pp |
| Employer contribution / active EE | $7,404 | $3,956+87.2% | $3,665+102.0% | $4,299+72.2% |
| Participant deferral / active EE | $11,076 | $8,297+33.5% | $7,994+38.6% | $6,507+70.2% |
| Admin fee / account holder | $157 | $11,446-98.6% | $11,185-98.6% | $12,624-98.8% |