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 | $255,715 | $150,440+70.0% | $136,294+87.6% | $147,584+73.3% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 9.56% | 1049.08%-1039.5pp | 5155.94%-5146.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $23,770 | $5,256+352.2% | $4,695+406.2% | $4,876+387.5% |
| Participant deferral / active EE | $16,667 | $6,630+151.4% | $6,247+166.8% | $5,439+206.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |