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 | $666,653 | $217,402+206.6% | $185,823+258.8% | $167,490+298.0% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 6.09% | 148.36%-142.3pp | 122.05%-116.0pp | 478.56%-472.5pp |
| Employer contribution / active EE | $6,595 | $5,873+12.3% | $5,167+27.6% | $4,837+36.3% |
| Participant deferral / active EE | $5,889 | $6,356-7.4% | $5,568+5.8% | $6,341-7.1% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |