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 | $1,999,535 | $183,519+989.5% | $155,509+1185.8% | $145,922+1270.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.43% | 61.17%-55.7pp | 64.67%-59.2pp | 561.29%-555.9pp |
| Employer contribution / active EE | $12,375 | $5,313+132.9% | $4,672+164.9% | $4,660+165.6% |
| Participant deferral / active EE | $9,608 | $6,462+48.7% | $5,626+70.8% | $6,688+43.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |