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 | $545,956 | $176,056+210.1% | $159,436+242.4% | $167,490+226.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.02% | 331.75%-326.7pp | 263.57%-258.6pp | 478.56%-473.5pp |
| Employer contribution / active EE | $24,950 | $5,297+371.0% | $4,829+416.6% | $4,837+415.8% |
| Participant deferral / active EE | $14,125 | $7,750+82.3% | $7,352+92.1% | $6,341+122.7% |
| Admin fee / account holder | $48 | $12,554-99.6% | $10,799-99.6% | $12,309-99.6% |