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 8-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 | $313,394 | $117,381+167.0% | $99,443+215.1% | $152,861+105.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 3.73% | 31.87%-28.1pp | 30.72%-27.0pp | 345.32%-341.6pp |
| Employer contribution / active EE | $4,260 | $3,013+41.4% | $2,540+67.7% | $4,762-10.5% |
| Participant deferral / active EE | $25,000 | $4,086+511.9% | $3,619+590.8% | $5,850+327.3% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |