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 | $352,788 | $96,484+265.6% | $75,886+364.9% | $152,861+130.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 1.59% | 33.98%-32.4pp | 30.76%-29.2pp | 345.32%-343.7pp |
| Employer contribution / active EE | $17,325 | $3,309+423.5% | $2,500+592.9% | $4,762+263.8% |
| Participant deferral / active EE | $3,735 | $4,553-18.0% | $3,603+3.7% | $5,850-36.2% |
| Admin fee / account holder | $68 | $8,078-99.2% | $5,418-98.8% | $11,596-99.4% |