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 | $400,872 | $111,301+260.2% | $112,977+254.8% | $158,922+152.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 6.53% | 26.40%-19.9pp | 24.24%-17.7pp | 302.83%-296.3pp |
| Employer contribution / active EE | $17,699 | $4,471+295.9% | $4,255+316.0% | $4,761+271.7% |
| Participant deferral / active EE | $12,464 | $5,880+112.0% | $5,836+113.6% | $5,982+108.4% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |