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 | $304,190 | $107,934+181.8% | $91,989+230.7% | $152,861+99.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 1.28% | 89.24%-88.0pp | 69.02%-67.7pp | 345.32%-344.0pp |
| Employer contribution / active EE | $750 | $4,210-82.2% | $3,452-78.3% | $4,762-84.3% |
| Participant deferral / active EE | $9,333 | $6,364+46.7% | $5,923+57.6% | $5,850+59.5% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |