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 | $295,106 | $159,901+84.6% | $146,958+100.8% | $145,922+102.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.19% | 98.13%-93.9pp | 418.34%-414.2pp | 561.29%-557.1pp |
| Employer contribution / active EE | $21,111 | $5,286+299.4% | $4,933+328.0% | $4,660+353.1% |
| Participant deferral / active EE | $8,471 | $8,428+0.5% | $8,070+5.0% | $6,688+26.7% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |