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 | $394,292 | $65,685+500.3% | $57,179+589.6% | $273,961+43.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -2.02% | 21.99%-24.0pp | 14.59%-16.6pp | 41.45%-43.5pp |
| Employer contribution / active EE | $24,730 | $3,279+654.3% | $2,682+822.0% | $4,869+407.9% |
| Participant deferral / active EE | $9,450 | $3,782+149.9% | $3,096+205.2% | $5,287+78.7% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |