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 8-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 | $421,725 | $209,411+101.4% | $178,490+136.3% | $158,922+165.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.37% | 188.75%-184.4pp | 151.07%-146.7pp | 302.83%-298.5pp |
| Employer contribution / active EE | $5,802 | $5,706+1.7% | $5,011+15.8% | $4,761+21.9% |
| Participant deferral / active EE | $3,714 | $5,954-37.6% | $5,202-28.6% | $5,982-37.9% |
| Admin fee / account holder | $65 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |