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 | $495,134 | $153,772+222.0% | $133,980+269.6% | $273,961+80.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.10% | 36.51%-35.4pp | 29.30%-28.2pp | 41.45%-40.4pp |
| Employer contribution / active EE | $29,457 | $6,029+388.6% | $5,211+465.2% | $4,869+505.0% |
| Participant deferral / active EE | $14,000 | $6,958+101.2% | $6,282+122.9% | $5,287+164.8% |
| Admin fee / account holder | $38 | $11,765-99.7% | $9,324-99.6% | $10,132-99.6% |