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 | $313,107 | $181,894+72.1% | $156,549+100.0% | $273,961+14.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.36% | 30.74%-28.4pp | 32.23%-29.9pp | 41.45%-39.1pp |
| Employer contribution / active EE | $7,009 | $6,248+12.2% | $5,501+27.4% | $4,869+44.0% |
| Participant deferral / active EE | $6,004 | $5,550+8.2% | $4,871+23.2% | $5,287+13.6% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |