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 | $291,035 | $181,894+60.0% | $156,549+85.9% | $273,961+6.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.60% | 30.74%-30.1pp | 32.23%-31.6pp | 41.45%-40.9pp |
| Employer contribution / active EE | $8,288 | $6,248+32.7% | $5,501+50.7% | $4,869+70.2% |
| Participant deferral / active EE | $3,823 | $5,550-31.1% | $4,871-21.5% | $5,287-27.7% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |