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 6-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 | $393,226 | $176,056+123.4% | $159,436+146.6% | $167,490+134.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.10% | 331.75%-327.6pp | 263.57%-259.5pp | 478.56%-474.5pp |
| Employer contribution / active EE | $4,550 | $5,297-14.1% | $4,829-5.8% | $4,837-5.9% |
| Participant deferral / active EE | $3,280 | $7,750-57.7% | $7,352-55.4% | $6,341-48.3% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |