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 | $264,621 | $102,966+157.0% | $90,281+193.1% | $152,861+73.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.44% | 95.16%-89.7pp | 78.10%-72.7pp | 345.32%-339.9pp |
| Employer contribution / active EE | $5,308 | $3,139+69.1% | $2,854+86.0% | $4,762+11.5% |
| Participant deferral / active EE | $1,679 | $4,281-60.8% | $3,885-56.8% | $5,850-71.3% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |