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 | $448,227 | $175,202+155.8% | $149,673+199.5% | $139,434+221.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.20% | 166.71%-161.5pp | 134.42%-129.2pp | 372.94%-367.7pp |
| Employer contribution / active EE | $3,244 | $5,474-40.7% | $4,818-32.7% | $4,751-31.7% |
| Participant deferral / active EE | $4,974 | $6,519-23.7% | $5,680-12.4% | $6,710-25.9% |
| Admin fee / account holder | $254 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |