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 | $335,867 | $165,335+103.1% | $149,696+124.4% | $158,922+111.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.08% | 348.15%-343.1pp | 276.60%-271.5pp | 302.83%-297.8pp |
| Employer contribution / active EE | $11,011 | $5,103+115.8% | $4,644+137.1% | $4,761+131.3% |
| Participant deferral / active EE | $7,745 | $7,181+7.9% | $6,842+13.2% | $5,982+29.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |