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 7-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 | $310,945 | $214,378+45.0% | $200,582+55.0% | $142,382+118.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 7.63% | 46.41%-38.8pp | 42.33%-34.7pp | 217.08%-209.4pp |
| Employer contribution / active EE | $18,804 | $6,841+174.9% | $6,419+192.9% | $4,299+337.4% |
| Participant deferral / active EE | $20,776 | $9,865+110.6% | $9,331+122.6% | $6,507+219.3% |
| Admin fee / account holder | $133 | $17,692-99.2% | $16,305-99.2% | $12,624-98.9% |