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 | $608,694 | $111,754+444.7% | $103,333+489.1% | $145,922+317.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.69% | 24.77%-18.1pp | 24.88%-18.2pp | 561.29%-554.6pp |
| Employer contribution / active EE | $21,447 | $4,212+409.1% | $3,868+454.5% | $4,660+360.3% |
| Participant deferral / active EE | $14,295 | $5,619+154.4% | $5,057+182.7% | $6,688+113.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |