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 3-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 | $285,169 | $159,901+78.3% | $146,958+94.0% | $145,922+95.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.39% | 98.13%-88.7pp | 418.34%-408.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $8,022 | $5,286+51.8% | $4,933+62.6% | $4,660+72.2% |
| Participant deferral / active EE | $7,625 | $8,428-9.5% | $8,070-5.5% | $6,688+14.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |