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 | $1,171,988 | $108,919+976.0% | $100,391+1067.4% | $145,922+703.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.63% | 57.88%-48.3pp | 49.20%-39.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $52,433 | $4,419+1086.5% | $3,942+1230.2% | $4,660+1025.3% |
| Participant deferral / active EE | $7,667 | $8,445-9.2% | $8,082-5.1% | $6,688+14.6% |
| Admin fee / account holder | $33 | $9,689-99.7% | $7,899-99.6% | $13,397-99.8% |