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 | $457,808 | $149,734+205.7% | $118,925+285.0% | $158,922+188.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.99% | 19.95%-15.0pp | 35.88%-30.9pp | 302.83%-297.8pp |
| Employer contribution / active EE | $3,531 | $4,115-14.2% | $3,263+8.2% | $4,761-25.8% |
| Participant deferral / active EE | $13,075 | $5,223+150.3% | $4,265+206.6% | $5,982+118.6% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |