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 8-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 | $328,092 | $102,966+218.6% | $90,281+263.4% | $152,861+114.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.98% | 95.16%-89.2pp | 78.10%-72.1pp | 345.32%-339.3pp |
| Employer contribution / active EE | $2,047 | $3,139-34.8% | $2,854-28.3% | $4,762-57.0% |
| Participant deferral / active EE | $16,000 | $4,281+273.7% | $3,885+311.8% | $5,850+173.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |