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 | $2,400,192 | $185,822+1191.7% | $169,993+1311.9% | $139,434+1621.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 1.65% | 60.50%-58.9pp | 53.37%-51.7pp | 372.94%-371.3pp |
| Employer contribution / active EE | $69,250 | $7,590+812.4% | $6,785+920.6% | $4,751+1357.7% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $58 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |