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 | $339,636 | $91,037+273.1% | $71,671+373.9% | $147,584+130.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 3.80% | 20.48%-16.7pp | 20.65%-16.8pp | 578.55%-574.7pp |
| Employer contribution / active EE | $5,055 | $3,327+51.9% | $2,460+105.5% | $4,876+3.7% |
| Participant deferral / active EE | $12,709 | $4,498+182.5% | $3,438+269.7% | $5,439+133.7% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |