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 | $267,751 | $114,381+134.1% | $107,525+149.0% | $142,382+88.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.72% | 242.71%-233.0pp | 181.32%-171.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $17,944 | $4,015+347.0% | $3,754+378.1% | $4,299+317.4% |
| Participant deferral / active EE | $14,967 | $5,564+169.0% | $5,116+192.6% | $6,507+130.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |