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 4-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 | $461,721 | $154,228+199.4% | $145,433+217.5% | $137,256+236.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.22% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,796 | $4,804-62.6% | $4,554-60.6% | $4,156-56.8% |
| Participant deferral / active EE | $14,072 | $8,216+71.3% | $7,897+78.2% | $6,407+119.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |