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 | $262,357 | $159,602+64.4% | $150,045+74.9% | $142,382+84.3% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 7.83% | 70.24%-62.4pp | 62.55%-54.7pp | 217.08%-209.2pp |
| Employer contribution / active EE | $12,648 | $4,961+155.0% | $4,693+169.5% | $4,299+194.2% |
| Participant deferral / active EE | $9,216 | $8,310+10.9% | $7,997+15.2% | $6,507+41.6% |
| Admin fee / account holder | $237 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |