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 | $307,549 | $209,411+46.9% | $178,490+72.3% | $158,922+93.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.47% | 188.75%-189.2pp | 151.07%-151.5pp | 302.83%-303.3pp |
| Employer contribution / active EE | $8,966 | $5,706+57.1% | $5,011+78.9% | $4,761+88.3% |
| Participant deferral / active EE | $6,188 | $5,954+3.9% | $5,202+19.0% | $5,982+3.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |