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 | $286,286 | $88,710+222.7% | $81,783+250.1% | $145,959+96.1% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 7.49% | 1027.26%-1019.8pp | 775.05%-767.6pp | 561.95%-554.5pp |
| Employer contribution / active EE | $3,665 | $3,083+18.9% | $2,913+25.8% | $4,661-21.4% |
| Participant deferral / active EE | $17,850 | $4,645+284.3% | $4,320+313.2% | $6,689+166.9% |
| Admin fee / account holder | $143 | $8,407-98.3% | $7,380-98.1% | $13,398-98.9% |