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 8-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 | $380,632 | $93,071+309.0% | $74,583+410.3% | $273,961+38.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -5.44% | 26.18%-31.6pp | 20.47%-25.9pp | 41.45%-46.9pp |
| Employer contribution / active EE | $18,408 | $3,160+482.6% | $2,525+629.0% | $4,869+278.1% |
| Participant deferral / active EE | $12,000 | $4,160+188.5% | $3,458+247.0% | $5,287+127.0% |
| Admin fee / account holder | $50 | $5,272-99.1% | $4,138-98.8% | $10,132-99.5% |