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 | $621,543 | $185,822+234.5% | $169,993+265.6% | $139,434+345.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.39% | 60.50%-52.1pp | 53.37%-45.0pp | 372.94%-364.6pp |
| Employer contribution / active EE | $25,451 | $7,590+235.3% | $6,785+275.1% | $4,751+435.7% |
| Participant deferral / active EE | $13,500 | $11,622+16.2% | $10,408+29.7% | $6,710+101.2% |
| Admin fee / account holder | $23 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |