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 | $298,386 | $214,378+39.2% | $200,582+48.8% | $142,382+109.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 7.77% | 46.41%-38.6pp | 42.33%-34.6pp | 217.08%-209.3pp |
| Employer contribution / active EE | $13,412 | $6,841+96.0% | $6,419+108.9% | $4,299+212.0% |
| Participant deferral / active EE | $13,411 | $9,865+36.0% | $9,331+43.7% | $6,507+106.1% |
| Admin fee / account holder | $73 | $17,692-99.6% | $16,305-99.6% | $12,624-99.4% |