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 9-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 | $1,023,716 | $109,817+832.2% | $98,442+939.9% | $167,490+511.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 1.32% | 1956.69%-1955.4pp | 1492.73%-1491.4pp | 478.56%-477.2pp |
| Employer contribution / active EE | $16,445 | $3,224+410.1% | $2,960+455.6% | $4,837+239.9% |
| Participant deferral / active EE | $19,267 | $4,673+312.3% | $4,276+350.6% | $6,341+203.8% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |