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 | $439,145 | $162,781+169.8% | $133,956+227.8% | $158,922+176.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.21% | 41.94%-37.7pp | 45.09%-40.9pp | 302.83%-298.6pp |
| Employer contribution / active EE | $17,494 | $4,975+251.6% | $3,919+346.4% | $4,761+267.4% |
| Participant deferral / active EE | $12,171 | $5,911+105.9% | $5,048+141.1% | $5,982+103.4% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |