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 | $500,399 | $94,752+428.1% | $112,887+343.3% | $139,434+258.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 7.27% | 40.88%-33.6pp | 34.10%-26.8pp | 372.94%-365.7pp |
| Employer contribution / active EE | $18,619 | $4,625+302.6% | $4,563+308.0% | $4,751+291.9% |
| Participant deferral / active EE | $16,703 | $6,512+156.5% | $6,513+156.4% | $6,710+148.9% |
| Admin fee / account holder | $0 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |