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 | $351,605 | $98,750+256.1% | $149,696+134.9% | $79,858+340.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.86% | 27.43%-15.6pp | 276.60%-264.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $11,685 | $3,216+263.3% | $4,644+151.6% | $2,471+372.9% |
| Participant deferral / active EE | $10,221 | $5,680+79.9% | $6,842+49.4% | $3,740+173.3% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |