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 | $400,573 | $110,261+263.3% | $95,745+318.4% | $139,434+187.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 1.37% | 27.11%-25.7pp | 28.35%-27.0pp | 372.94%-371.6pp |
| Employer contribution / active EE | $4,524 | $3,257+38.9% | $2,835+59.6% | $4,751-4.8% |
| Participant deferral / active EE | $27,500 | $4,676+488.1% | $4,245+547.9% | $6,710+309.8% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |