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 | $772,844 | $154,228+401.1% | $145,433+431.4% | $137,256+463.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.43% | 74.59%-62.2pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,957 | $4,804-59.3% | $4,554-57.0% | $4,156-52.9% |
| Participant deferral / active EE | $10,333 | $8,216+25.8% | $7,897+30.8% | $6,407+61.3% |
| Admin fee / account holder | $298 | $14,344-97.9% | $13,129-97.7% | $12,270-97.6% |