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 | $306,509 | $157,256+94.9% | $141,162+117.1% | $152,861+100.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 5.68% | 64.32%-58.6pp | 71.39%-65.7pp | 345.32%-339.6pp |
| Employer contribution / active EE | $1,785 | $5,261-66.1% | $4,735-62.3% | $4,762-62.5% |
| Participant deferral / active EE | $3,080 | $7,109-56.7% | $6,709-54.1% | $5,850-47.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |