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 | $357,808 | $181,894+96.7% | $156,549+128.6% | $273,961+30.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.06% | 30.74%-30.8pp | 32.23%-32.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $21,333 | $6,248+241.4% | $5,501+287.8% | $4,869+338.2% |
| Participant deferral / active EE | $16,000 | $5,550+188.3% | $4,871+228.5% | $5,287+202.6% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |