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 | $598,359 | $77,899+668.1% | $149,673+299.8% | $75,163+696.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.74% | 31.72%-23.0pp | 134.42%-125.7pp | 160.62%-151.9pp |
| Employer contribution / active EE | $7,218 | $3,137+130.1% | $4,818+49.8% | $2,670+170.4% |
| Participant deferral / active EE | $5,333 | $3,411+56.3% | $5,680-6.1% | $4,125+29.3% |
| Admin fee / account holder | $186 | $5,956-96.9% | $13,210-98.6% | $5,651-96.7% |