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 | $612,267 | $82,032+646.4% | $123,104+397.4% | $59,632+926.7% |
| Participation rate | 88.0% | 83.2%+4.8pp | 86.8%+1.2pp | 68.7%+19.3pp |
| Annual return | -2.15% | 5.12%-7.3pp | 13.22%-15.4pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $49,575 | $3,297+1403.8% | $5,151+862.4% | $2,203+2150.8% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $5,881-100.0% | $9,015-100.0% | $4,297-100.0% |