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 | $293,420 | $111,301+163.6% | $112,977+159.7% | $158,922+84.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | -0.40% | 26.40%-26.8pp | 24.24%-24.6pp | 302.83%-303.2pp |
| Employer contribution / active EE | $4,116 | $4,471-7.9% | $4,255-3.3% | $4,761-13.6% |
| Participant deferral / active EE | $5,244 | $5,880-10.8% | $5,836-10.1% | $5,982-12.3% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |