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 | $396,661 | $148,534+167.0% | $135,903+191.9% | $139,434+184.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.86% | 79.19%-72.3pp | 68.23%-61.4pp | 372.94%-366.1pp |
| Employer contribution / active EE | $5,425 | $5,243+3.5% | $4,856+11.7% | $4,751+14.2% |
| Participant deferral / active EE | $4,241 | $8,100-47.6% | $7,758-45.3% | $6,710-36.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |