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 5-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 | $281,923 | $183,519+53.6% | $155,509+81.3% | $145,922+93.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.37% | 61.17%-54.8pp | 64.67%-58.3pp | 561.29%-554.9pp |
| Employer contribution / active EE | $32,264 | $5,313+507.3% | $4,672+590.5% | $4,660+592.4% |
| Participant deferral / active EE | $20,672 | $6,462+219.9% | $5,626+267.4% | $6,688+209.1% |
| Admin fee / account holder | $3 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |