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 | $419,966 | $114,381+267.2% | $107,525+290.6% | $142,382+195.0% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 4.68% | 242.71%-238.0pp | 181.32%-176.6pp | 217.08%-212.4pp |
| Employer contribution / active EE | $10,324 | $4,015+157.2% | $3,754+175.0% | $4,299+140.1% |
| Participant deferral / active EE | $8,795 | $5,564+58.1% | $5,116+71.9% | $6,507+35.2% |
| Admin fee / account holder | $3 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |