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 | $319,836 | $217,402+47.1% | $185,823+72.1% | $167,490+91.0% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 7.11% | 148.36%-141.3pp | 122.05%-114.9pp | 478.56%-471.5pp |
| Employer contribution / active EE | $3,273 | $5,873-44.3% | $5,167-36.7% | $4,837-32.3% |
| Participant deferral / active EE | $2,364 | $6,356-62.8% | $5,568-57.5% | $6,341-62.7% |
| Admin fee / account holder | $49 | $19,811-99.8% | $16,237-99.7% | $12,309-99.6% |