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 | $286,977 | $111,301+157.8% | $112,977+154.0% | $158,922+80.6% |
| Participation rate | 75.0% | 83.5%-8.5pp | 82.6%-7.6pp | 82.0%-7.0pp |
| Annual return | 3.00% | 26.40%-23.4pp | 24.24%-21.2pp | 302.83%-299.8pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $4,255-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $13,000 | $5,880+121.1% | $5,836+122.8% | $5,982+117.3% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |