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 | $531,164 | $102,966+415.9% | $90,281+488.3% | $152,861+247.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.63% | 95.16%-88.5pp | 78.10%-71.5pp | 345.32%-338.7pp |
| Employer contribution / active EE | $10,230 | $3,139+225.9% | $2,854+258.4% | $4,762+114.8% |
| Participant deferral / active EE | $21,261 | $4,281+396.6% | $3,885+447.2% | $5,850+263.4% |
| Admin fee / account holder | $4 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |