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 | $361,319 | $96,635+273.9% | $86,612+317.2% | $139,434+159.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.71% | 106.41%-101.7pp | 591.07%-586.4pp | 372.94%-368.2pp |
| Employer contribution / active EE | $31,528 | $3,263+866.2% | $3,022+943.1% | $4,751+563.6% |
| Participant deferral / active EE | $13,201 | $4,836+173.0% | $4,438+197.5% | $6,710+96.7% |
| Admin fee / account holder | $55 | $6,408-99.1% | $5,614-99.0% | $11,403-99.5% |