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 8-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 | $263,088 | $176,056+49.4% | $159,436+65.0% | $167,490+57.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.45% | 331.75%-325.3pp | 263.57%-257.1pp | 478.56%-472.1pp |
| Employer contribution / active EE | $16,700 | $5,297+215.3% | $4,829+245.8% | $4,837+245.2% |
| Participant deferral / active EE | $22,133 | $7,750+185.6% | $7,352+201.0% | $6,341+249.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |