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 | $294,361 | $114,047+158.1% | $96,139+206.2% | $167,490+75.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 8.08% | 189.88%-181.8pp | 191.94%-183.9pp | 478.56%-470.5pp |
| Employer contribution / active EE | $3,663 | $3,427+6.9% | $2,797+31.0% | $4,837-24.3% |
| Participant deferral / active EE | $12,456 | $5,194+139.8% | $4,349+186.4% | $6,341+96.4% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |