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 | $465,955 | $177,572+162.4% | $154,803+201.0% | $142,382+227.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.63% | 65.07%-59.4pp | 58.88%-53.3pp | 217.08%-211.4pp |
| Employer contribution / active EE | $18,721 | $4,810+289.2% | $4,305+334.8% | $4,299+335.5% |
| Participant deferral / active EE | $11,874 | $6,272+89.3% | $5,540+114.3% | $6,507+82.5% |
| Admin fee / account holder | $124 | $16,786-99.3% | $14,329-99.1% | $12,624-99.0% |