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 | $279,041 | $171,865+62.4% | $149,718+86.4% | $147,584+89.1% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 1.92% | 2113.22%-2111.3pp | 1501.63%-1499.7pp | 578.55%-576.6pp |
| Employer contribution / active EE | $6,796 | $6,275+8.3% | $5,445+24.8% | $4,876+39.4% |
| Participant deferral / active EE | $12,656 | $7,271+74.1% | $6,569+92.7% | $5,439+132.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |