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 | $393,276 | $157,256+150.1% | $141,162+178.6% | $152,861+157.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.18% | 64.32%-53.1pp | 71.39%-60.2pp | 345.32%-334.1pp |
| Employer contribution / active EE | $4,838 | $5,261-8.0% | $4,735+2.2% | $4,762+1.6% |
| Participant deferral / active EE | $6,419 | $7,109-9.7% | $6,709-4.3% | $5,850+9.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |