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 | $436,487 | $197,591+120.9% | $177,821+145.5% | $158,922+174.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.38% | 58.76%-52.4pp | 48.32%-41.9pp | 302.83%-296.4pp |
| Employer contribution / active EE | $7,080 | $6,697+5.7% | $5,918+19.6% | $4,761+48.7% |
| Participant deferral / active EE | $15,683 | $8,405+86.6% | $7,714+103.3% | $5,982+162.2% |
| Admin fee / account holder | $4 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |