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 | $724,459 | $99,877+625.3% | $84,966+752.6% | $145,922+396.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.07% | 83.76%-76.7pp | 66.38%-59.3pp | 561.29%-554.2pp |
| Employer contribution / active EE | $1,250 | $3,231-61.3% | $2,727-54.2% | $4,660-73.2% |
| Participant deferral / active EE | $15,250 | $5,291+188.2% | $4,519+237.4% | $6,688+128.0% |
| Admin fee / account holder | $6 | $7,248-99.9% | $6,149-99.9% | $13,397-100.0% |