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 7-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 | $470,250 | $227,553+106.7% | $189,557+148.1% | $167,490+180.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 1.93% | 78.40%-76.5pp | 64.17%-62.2pp | 478.56%-476.6pp |
| Employer contribution / active EE | $17,100 | $5,316+221.7% | $4,412+287.5% | $4,837+253.5% |
| Participant deferral / active EE | $26,000 | $7,002+271.3% | $6,174+321.1% | $6,341+310.0% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |