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 | $342,358 | $117,983+190.2% | $101,794+236.3% | $142,382+140.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 5.36% | 36.92%-31.6pp | 30.53%-25.2pp | 217.08%-211.7pp |
| Employer contribution / active EE | $18,079 | $2,773+552.0% | $2,289+689.9% | $4,299+320.5% |
| Participant deferral / active EE | $7,941 | $4,714+68.5% | $4,084+94.4% | $6,507+22.0% |
| Admin fee / account holder | $4 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |