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 | $269,685 | $99,020+172.4% | $86,590+211.5% | $147,584+82.7% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 6.12% | 1312.34%-1306.2pp | 964.84%-958.7pp | 578.55%-572.4pp |
| Employer contribution / active EE | $13,750 | $3,132+339.0% | $2,839+384.3% | $4,876+182.0% |
| Participant deferral / active EE | $10,585 | $3,972+166.5% | $3,609+193.3% | $5,439+94.6% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |