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 4-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 | $351,816 | $95,266+269.3% | $82,389+327.0% | $142,382+147.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 5.80% | 25.74%-19.9pp | 28.67%-22.9pp | 217.08%-211.3pp |
| Employer contribution / active EE | $46,500 | $2,991+1454.6% | $2,517+1747.4% | $4,299+981.6% |
| Participant deferral / active EE | $32,875 | $4,809+583.6% | $4,155+691.3% | $6,507+405.2% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |