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 | $1,638,179 | $100,773+1525.6% | $88,946+1741.8% | $142,382+1050.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 9.76% | 70.18%-60.4pp | 57.82%-48.1pp | 217.08%-207.3pp |
| Employer contribution / active EE | $46,500 | $2,918+1493.8% | $2,555+1720.0% | $4,299+981.6% |
| Participant deferral / active EE | $27,250 | $5,230+421.0% | $4,581+494.8% | $6,507+318.8% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |