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 | $481,248 | $172,111+179.6% | $150,298+220.2% | $137,256+250.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 11.14% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,992 | $4,636-35.5% | $4,154-28.0% | $4,156-28.0% |
| Participant deferral / active EE | $14,514 | $6,166+135.4% | $5,453+166.2% | $6,407+126.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |