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 | $294,599 | $180,749+63.0% | $160,784+83.2% | $137,256+114.6% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 8.39% | 2234.46%-2226.1pp | 1803.92%-1795.5pp | 220.34%-211.9pp |
| Employer contribution / active EE | $4,073 | $4,155-2.0% | $3,733+9.1% | $4,156-2.0% |
| Participant deferral / active EE | $8,550 | $6,844+24.9% | $6,293+35.9% | $6,407+33.5% |
| Admin fee / account holder | $104 | $10,397-99.0% | $9,717-98.9% | $12,270-99.2% |