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 4-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 | $391,490 | $178,174+119.7% | $156,181+150.7% | $137,256+185.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 5.91% | 84.19%-78.3pp | 64.87%-59.0pp | 220.34%-214.4pp |
| Employer contribution / active EE | $3,752 | $4,972-24.5% | $4,294-12.6% | $4,156-9.7% |
| Participant deferral / active EE | $10,764 | $6,888+56.3% | $6,132+75.5% | $6,407+68.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |