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 7-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 | $267,983 | $102,966+160.3% | $90,281+196.8% | $152,861+75.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 9.80% | 95.16%-85.4pp | 78.10%-68.3pp | 345.32%-335.5pp |
| Employer contribution / active EE | $4,318 | $3,139+37.6% | $2,854+51.3% | $4,762-9.3% |
| Participant deferral / active EE | $4,318 | $4,281+0.9% | $3,885+11.1% | $5,850-26.2% |
| Admin fee / account holder | $163 | $6,171-97.4% | $5,351-97.0% | $11,596-98.6% |