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 | $268,442 | $176,056+52.5% | $159,436+68.4% | $167,490+60.3% |
| Participation rate | 78.6% | 84.9%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 8.82% | 331.75%-322.9pp | 263.57%-254.8pp | 478.56%-469.7pp |
| Employer contribution / active EE | $3,839 | $5,297-27.5% | $4,829-20.5% | $4,837-20.6% |
| Participant deferral / active EE | $11,415 | $7,750+47.3% | $7,352+55.3% | $6,341+80.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |