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 | $250,576 | $183,963+36.2% | $162,163+54.5% | $152,861+63.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 4.99% | 150.76%-145.8pp | 115.59%-110.6pp | 345.32%-340.3pp |
| Employer contribution / active EE | $6,188 | $6,371-2.9% | $5,614+10.2% | $4,762+29.9% |
| Participant deferral / active EE | $6,216 | $8,034-22.6% | $7,298-14.8% | $5,850+6.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |