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 | $354,659 | $72,277+390.7% | $101,248+250.3% | $79,858+344.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 8.73% | 22.30%-13.6pp | 46.47%-37.7pp | 31.71%-23.0pp |
| Employer contribution / active EE | $5,578 | $2,692+107.2% | $3,660+52.4% | $2,471+125.7% |
| Participant deferral / active EE | $1,429 | $3,282-56.5% | $4,370-67.3% | $3,740-61.8% |
| Admin fee / account holder | $3 | $4,400-99.9% | $5,945-100.0% | $5,306-99.9% |