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 | $277,220 | $137,414+101.7% | $189,513+46.3% | $85,850+222.9% |
| Participation rate | 84.6% | 84.6%0pp | 87.8%-3.2pp | 69.3%+15.3pp |
| Annual return | 10.52% | 38.14%-27.6pp | 555.15%-544.6pp | 318.53%-308.0pp |
| Employer contribution / active EE | $2,550 | $4,344-41.3% | $6,162-58.6% | $2,565-0.6% |
| Participant deferral / active EE | $10,240 | $6,260+63.6% | $8,221+24.6% | $3,952+159.1% |
| Admin fee / account holder | $29 | $8,630-99.7% | $12,045-99.8% | $6,260-99.5% |