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 6-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 | $272,012 | $180,028+51.1% | $138,135+96.9% | $158,922+71.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 3.94% | 21.68%-17.7pp | 20.51%-16.6pp | 302.83%-298.9pp |
| Employer contribution / active EE | $4,492 | $7,470-39.9% | $5,587-19.6% | $4,761-5.7% |
| Participant deferral / active EE | $7,463 | $7,717-3.3% | $6,431+16.0% | $5,982+24.8% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |