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 | $358,667 | $162,781+120.3% | $133,956+167.8% | $158,922+125.7% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 4.55% | 41.94%-37.4pp | 45.09%-40.5pp | 302.83%-298.3pp |
| Employer contribution / active EE | $5,063 | $4,975+1.7% | $3,919+29.2% | $4,761+6.3% |
| Participant deferral / active EE | $6,814 | $5,911+15.3% | $5,048+35.0% | $5,982+13.9% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |