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 | $252,148 | $117,983+113.7% | $101,794+147.7% | $142,382+77.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 5.75% | 36.92%-31.2pp | 30.53%-24.8pp | 217.08%-211.3pp |
| Employer contribution / active EE | $776 | $2,773-72.0% | $2,289-66.1% | $4,299-82.0% |
| Participant deferral / active EE | $5,000 | $4,714+6.1% | $4,084+22.4% | $6,507-23.2% |
| Admin fee / account holder | $278 | $10,433-97.3% | $8,777-96.8% | $12,624-97.8% |