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 | $309,992 | $209,411+48.0% | $178,490+73.7% | $158,922+95.1% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | -8.11% | 188.75%-196.9pp | 151.07%-159.2pp | 302.83%-310.9pp |
| Employer contribution / active EE | $7,683 | $5,706+34.6% | $5,011+53.3% | $4,761+61.4% |
| Participant deferral / active EE | $37,700 | $5,954+533.2% | $5,202+624.8% | $5,982+530.2% |
| Admin fee / account holder | $1 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |