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 | $334,519 | $185,822+80.0% | $169,993+96.8% | $139,434+139.9% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 5.06% | 60.50%-55.4pp | 53.37%-48.3pp | 372.94%-367.9pp |
| Employer contribution / active EE | $7,224 | $7,590-4.8% | $6,785+6.5% | $4,751+52.1% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $105 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |