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 | $387,879 | $114,381+239.1% | $107,525+260.7% | $142,382+172.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.06% | 242.71%-232.6pp | 181.32%-171.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $25,181 | $4,015+527.2% | $3,754+570.8% | $4,299+485.7% |
| Participant deferral / active EE | $10,600 | $5,564+90.5% | $5,116+107.2% | $6,507+62.9% |
| Admin fee / account holder | $24 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |