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 | $377,804 | $198,466+90.4% | $170,442+121.7% | $147,584+156.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 2.14% | 257.29%-255.2pp | 205.93%-203.8pp | 578.55%-576.4pp |
| Employer contribution / active EE | $3,338 | $6,184-46.0% | $5,433-38.6% | $4,876-31.6% |
| Participant deferral / active EE | $12,175 | $5,629+116.3% | $4,939+146.5% | $5,439+123.9% |
| Admin fee / account holder | $187 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |