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 | $398,486 | $88,751+349.0% | $81,812+387.1% | $145,922+173.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 3.42% | 1025.40%-1022.0pp | 773.79%-770.4pp | 561.29%-557.9pp |
| Employer contribution / active EE | $2,854 | $3,083-7.4% | $2,912-2.0% | $4,660-38.8% |
| Participant deferral / active EE | $2,854 | $4,643-38.5% | $4,319-33.9% | $6,688-57.3% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |