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 | $318,536 | $109,359+191.3% | $162,163+96.4% | $72,985+336.4% |
| Participation rate | 89.2% | 84.3%+4.9pp | 87.6%+1.6pp | 69.5%+19.7pp |
| Annual return | 15.87% | 25.46%-9.6pp | 115.59%-99.7pp | 81.00%-65.1pp |
| Employer contribution / active EE | $27,752 | $3,907+610.2% | $5,614+394.4% | $2,440+1037.4% |
| Participant deferral / active EE | $15,577 | $5,481+184.2% | $7,298+113.4% | $3,607+331.8% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |