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 | $268,579 | $127,777+110.2% | $106,548+152.1% | $167,490+60.4% |
| Participation rate | 94.1% | 78.3%+15.8pp | 76.1%+18.0pp | 82.1%+12.0pp |
| Annual return | 5.66% | 33.87%-28.2pp | 26.80%-21.1pp | 478.56%-472.9pp |
| Employer contribution / active EE | $4,252 | $3,427+24.1% | $2,819+50.8% | $4,837-12.1% |
| Participant deferral / active EE | $3,699 | $5,087-27.3% | $4,398-15.9% | $6,341-41.7% |
| Admin fee / account holder | $8 | $11,228-99.9% | $7,407-99.9% | $12,309-99.9% |