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 | $732,753 | $115,882+532.3% | $100,516+629.0% | $158,922+361.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 4.60% | 34.79%-30.2pp | 30.89%-26.3pp | 302.83%-298.2pp |
| Employer contribution / active EE | $30,049 | $4,103+632.4% | $3,418+779.3% | $4,761+531.1% |
| Participant deferral / active EE | $23,833 | $6,674+257.1% | $6,270+280.1% | $5,982+298.4% |
| Admin fee / account holder | $33 | $10,995-99.7% | $8,081-99.6% | $11,246-99.7% |