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 | $290,351 | $163,101+78.0% | $136,749+112.3% | $142,382+103.9% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 3.46% | 27.54%-24.1pp | 24.33%-20.9pp | 217.08%-213.6pp |
| Employer contribution / active EE | $21,375 | $4,117+419.2% | $3,400+528.8% | $4,299+397.2% |
| Participant deferral / active EE | $21,375 | $5,585+282.7% | $4,692+355.6% | $6,507+228.5% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |