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 | $1,503,548 | $176,812+750.4% | $146,665+925.2% | $167,490+797.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.97% | 24.03%-17.1pp | 22.74%-15.8pp | 478.56%-471.6pp |
| Employer contribution / active EE | $23,761 | $5,160+360.5% | $4,136+474.5% | $4,837+391.2% |
| Participant deferral / active EE | $13,000 | $6,440+101.9% | $5,506+136.1% | $6,341+105.0% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |