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 3-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 | $264,118 | $100,773+162.1% | $88,946+196.9% | $142,382+85.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.23% | 70.18%-59.9pp | 57.82%-47.6pp | 217.08%-206.8pp |
| Employer contribution / active EE | $15,418 | $2,918+428.4% | $2,555+503.5% | $4,299+258.6% |
| Participant deferral / active EE | $22,058 | $5,230+321.7% | $4,581+381.5% | $6,507+239.0% |
| Admin fee / account holder | $111 | $9,693-98.9% | $8,261-98.7% | $12,624-99.1% |