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 | $342,433 | $185,822+84.3% | $169,993+101.4% | $139,434+145.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 10.37% | 60.50%-50.1pp | 53.37%-43.0pp | 372.94%-362.6pp |
| Employer contribution / active EE | $14,293 | $7,590+88.3% | $6,785+110.6% | $4,751+200.9% |
| Participant deferral / active EE | $11,748 | $11,622+1.1% | $10,408+12.9% | $6,710+75.1% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |