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 | $132,634+121.4% | $115,768+153.7% | $137,256+114.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 2.99% | 160.70%-157.7pp | 100.46%-97.5pp | 220.34%-217.4pp |
| Employer contribution / active EE | $3,640 | $3,360+8.3% | $2,940+23.8% | $4,156-12.4% |
| Participant deferral / active EE | $14,193 | $5,619+152.6% | $4,917+188.7% | $6,407+121.5% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |