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 | $306,405 | $105,181+191.3% | $159,436+92.2% | $85,850+256.9% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.8%-9.5pp | 69.3%+4.0pp |
| Annual return | 10.36% | 45.07%-34.7pp | 263.57%-253.2pp | 318.53%-308.2pp |
| Employer contribution / active EE | $4,582 | $3,318+38.1% | $4,829-5.1% | $2,565+78.6% |
| Participant deferral / active EE | $9,020 | $5,945+51.7% | $7,352+22.7% | $3,952+128.3% |
| Admin fee / account holder | -$183 | $6,933-102.6% | $10,799-101.7% | $6,260-102.9% |