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 | $1,014,186 | $105,126+864.7% | $94,646+971.6% | $139,434+627.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 9.25% | 38.03%-28.8pp | 156.71%-147.5pp | 372.94%-363.7pp |
| Employer contribution / active EE | $35,433 | $4,106+763.1% | $3,672+864.9% | $4,751+645.8% |
| Participant deferral / active EE | $26,500 | $7,599+248.7% | $7,418+257.2% | $6,710+294.9% |
| Admin fee / account holder | $33 | $8,984-99.6% | $7,231-99.5% | $11,403-99.7% |