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 | $97,125+171.9% | $86,233+206.3% | $137,256+92.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 10.23% | 74.19%-64.0pp | 61.39%-51.2pp | 220.34%-210.1pp |
| Employer contribution / active EE | $15,418 | $2,841+442.6% | $2,504+515.7% | $4,156+271.0% |
| Participant deferral / active EE | $22,058 | $5,180+325.9% | $4,559+383.8% | $6,407+244.3% |
| Admin fee / account holder | $111 | $9,725-98.9% | $8,342-98.7% | $12,270-99.1% |