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 | $384,751 | $154,228+149.5% | $145,433+164.6% | $137,256+180.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 11.59% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $7,741 | $4,804+61.1% | $4,554+70.0% | $4,156+86.3% |
| Participant deferral / active EE | $9,118 | $8,216+11.0% | $7,897+15.5% | $6,407+42.3% |
| Admin fee / account holder | $161 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |