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 | $310,802 | $162,781+90.9% | $133,956+132.0% | $158,922+95.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.05% | 41.94%-37.9pp | 45.09%-41.0pp | 302.83%-298.8pp |
| Employer contribution / active EE | $9,803 | $4,975+97.0% | $3,919+150.2% | $4,761+105.9% |
| Participant deferral / active EE | $3,575 | $5,911-39.5% | $5,048-29.2% | $5,982-40.2% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |