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 | $264,093 | $95,561+176.4% | $77,163+242.3% | $139,434+89.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.44% | 54.92%-46.5pp | 37.87%-29.4pp | 372.94%-364.5pp |
| Employer contribution / active EE | $4,350 | $3,147+38.2% | $2,535+71.6% | $4,751-8.4% |
| Participant deferral / active EE | $22,500 | $4,624+386.6% | $3,833+487.0% | $6,710+235.3% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |