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 9-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 | $257,248 | $169,032+52.2% | $129,207+99.1% | $145,922+76.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.59% | 14330.11%-14324.5pp | 9417.33%-9411.7pp | 561.29%-555.7pp |
| Employer contribution / active EE | $5,286 | $5,537-4.5% | $4,153+27.3% | $4,660+13.4% |
| Participant deferral / active EE | $5,235 | $4,987+5.0% | $4,168+25.6% | $6,688-21.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |