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 | $285,930 | $114,381+150.0% | $107,525+165.9% | $142,382+100.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 5.36% | 242.71%-237.3pp | 181.32%-176.0pp | 217.08%-211.7pp |
| Employer contribution / active EE | $16,012 | $4,015+298.8% | $3,754+326.6% | $4,299+272.5% |
| Participant deferral / active EE | $19,121 | $5,564+243.6% | $5,116+273.8% | $6,507+193.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |