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 | $535,200 | $165,335+223.7% | $149,696+257.5% | $158,922+236.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.08% | 348.15%-345.1pp | 276.60%-273.5pp | 302.83%-299.7pp |
| Employer contribution / active EE | $4,546 | $5,103-10.9% | $4,644-2.1% | $4,761-4.5% |
| Participant deferral / active EE | $9,451 | $7,181+31.6% | $6,842+38.1% | $5,982+58.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |