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 | $555,387 | $157,256+253.2% | $141,162+293.4% | $152,861+263.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.31% | 64.32%-60.0pp | 71.39%-67.1pp | 345.32%-341.0pp |
| Employer contribution / active EE | $27,794 | $5,261+428.3% | $4,735+487.0% | $4,762+483.6% |
| Participant deferral / active EE | $15,496 | $7,109+118.0% | $6,709+131.0% | $5,850+164.9% |
| Admin fee / account holder | $192 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |