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 | $309,182 | $165,984+86.3% | $164,813+87.6% | $145,922+111.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 4.47% | 100.03%-95.6pp | 69.93%-65.5pp | 561.29%-556.8pp |
| Employer contribution / active EE | $3,532 | $5,273-33.0% | $4,341-18.6% | $4,660-24.2% |
| Participant deferral / active EE | $16,200 | $6,959+132.8% | $6,031+168.6% | $6,688+142.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |