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 | $347,997 | $102,828+238.4% | $105,387+230.2% | $152,861+127.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.79% | 20.85%-17.1pp | 26.82%-23.0pp | 345.32%-341.5pp |
| Employer contribution / active EE | $10,858 | $4,473+142.8% | $4,213+157.7% | $4,762+128.0% |
| Participant deferral / active EE | $11,470 | $5,465+109.9% | $5,502+108.5% | $5,850+96.1% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |