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 | $256,623 | $202,318+26.8% | $172,739+48.6% | $152,861+67.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.37% | 1029.65%-1026.3pp | 802.84%-799.5pp | 345.32%-341.9pp |
| Employer contribution / active EE | $4,670 | $5,856-20.3% | $5,143-9.2% | $4,762-1.9% |
| Participant deferral / active EE | $13,906 | $5,948+133.8% | $5,198+167.5% | $5,850+137.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |