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 | $3,493,961 | $202,318+1627.0% | $172,739+1922.7% | $152,861+2185.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.06% | 1029.65%-1026.6pp | 802.84%-799.8pp | 345.32%-342.3pp |
| Employer contribution / active EE | $37,500 | $5,856+540.4% | $5,143+629.2% | $4,762+687.4% |
| Participant deferral / active EE | $24,500 | $5,948+311.9% | $5,198+371.4% | $5,850+318.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |