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 | $350,021 | $175,202+99.8% | $149,673+133.9% | $139,434+151.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.91% | 166.71%-158.8pp | 134.42%-126.5pp | 372.94%-365.0pp |
| Employer contribution / active EE | $15,316 | $5,474+179.8% | $4,818+217.9% | $4,751+222.4% |
| Participant deferral / active EE | $15,520 | $6,519+138.1% | $5,680+173.2% | $6,710+131.3% |
| Admin fee / account holder | $112 | $16,150-99.3% | $13,210-99.2% | $11,403-99.0% |