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 | $290,589 | $115,770+151.0% | $101,248+187.0% | $158,922+82.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.36% | 56.14%-51.8pp | 46.47%-42.1pp | 302.83%-298.5pp |
| Employer contribution / active EE | $9,295 | $4,175+122.7% | $3,660+154.0% | $4,761+95.2% |
| Participant deferral / active EE | $9,720 | $4,957+96.1% | $4,370+122.4% | $5,982+62.5% |
| Admin fee / account holder | $201 | $7,245-97.2% | $5,945-96.6% | $11,246-98.2% |