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 | $487,548 | $165,335+194.9% | $149,696+225.7% | $158,922+206.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.66% | 348.15%-344.5pp | 276.60%-272.9pp | 302.83%-299.2pp |
| Employer contribution / active EE | $26,360 | $5,103+416.6% | $4,644+467.6% | $4,761+453.6% |
| Participant deferral / active EE | $7,333 | $7,181+2.1% | $6,842+7.2% | $5,982+22.6% |
| Admin fee / account holder | $67 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |