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 | $408,153 | $97,125+320.2% | $86,233+373.3% | $137,256+197.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 9.35% | 74.19%-64.8pp | 61.39%-52.0pp | 220.34%-211.0pp |
| Employer contribution / active EE | $4,623 | $2,841+62.7% | $2,504+84.6% | $4,156+11.2% |
| Participant deferral / active EE | $15,984 | $5,180+208.6% | $4,559+250.6% | $6,407+149.5% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |