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 | $284,569 | $106,515+167.2% | $96,683+194.3% | $139,434+104.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.89% | 38.43%-27.5pp | 35.69%-24.8pp | 372.94%-362.1pp |
| Employer contribution / active EE | $21,226 | $4,103+417.3% | $3,737+468.0% | $4,751+346.8% |
| Participant deferral / active EE | $6,600 | $5,454+21.0% | $4,878+35.3% | $6,710-1.6% |
| Admin fee / account holder | $146 | $7,877-98.1% | $6,730-97.8% | $11,403-98.7% |