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 8-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 | $293,701 | $133,922+119.3% | $116,228+152.7% | $142,382+106.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 2.99% | 147.76%-144.8pp | 90.06%-87.1pp | 217.08%-214.1pp |
| Employer contribution / active EE | $3,640 | $3,446+5.6% | $2,994+21.6% | $4,299-15.3% |
| Participant deferral / active EE | $14,193 | $5,672+150.2% | $4,953+186.5% | $6,507+118.1% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |