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 | $412,711 | $96,557+327.4% | $80,975+409.7% | $273,961+50.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 2.40% | 15.14%-12.7pp | 17.10%-14.7pp | 41.45%-39.1pp |
| Employer contribution / active EE | $4,372 | $4,868-10.2% | $3,714+17.7% | $4,869-10.2% |
| Participant deferral / active EE | $16,692 | $6,598+153.0% | $5,696+193.0% | $5,287+215.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |