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 | $781,495 | $116,175+572.7% | $93,606+734.9% | $152,861+411.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 3.89% | 35.96%-32.1pp | 32.76%-28.9pp | 345.32%-341.4pp |
| Employer contribution / active EE | $41,571 | $3,218+1191.8% | $2,718+1429.5% | $4,762+772.9% |
| Participant deferral / active EE | $2,541 | $4,603-44.8% | $4,069-37.5% | $5,850-56.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |