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 | $1,181,670 | $96,557+1123.8% | $80,975+1359.3% | $273,961+331.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.00% | 15.14%-14.1pp | 17.10%-16.1pp | 41.45%-40.5pp |
| Employer contribution / active EE | $6,018 | $4,868+23.6% | $3,714+62.0% | $4,869+23.6% |
| Participant deferral / active EE | $17,570 | $6,598+166.3% | $5,696+208.5% | $5,287+232.3% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |