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 | $383,155 | $183,519+108.8% | $155,509+146.4% | $145,922+162.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 3.78% | 61.17%-57.4pp | 64.67%-60.9pp | 561.29%-557.5pp |
| Employer contribution / active EE | $2,367 | $5,313-55.4% | $4,672-49.3% | $4,660-49.2% |
| Participant deferral / active EE | $10,167 | $6,462+57.3% | $5,626+80.7% | $6,688+52.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |