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 | $440,916 | $214,378+105.7% | $200,582+119.8% | $142,382+209.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 10.58% | 46.41%-35.8pp | 42.33%-31.8pp | 217.08%-206.5pp |
| Employer contribution / active EE | $6,120 | $6,841-10.5% | $6,419-4.7% | $4,299+42.4% |
| Participant deferral / active EE | $4,042 | $9,865-59.0% | $9,331-56.7% | $6,507-37.9% |
| Admin fee / account holder | $126 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |