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 | $590,441 | $150,440+292.5% | $136,294+333.2% | $147,584+300.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.93% | 1049.08%-1039.2pp | 5155.94%-5146.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $36,000 | $5,256+584.9% | $4,695+666.7% | $4,876+638.3% |
| Participant deferral / active EE | $20,000 | $6,630+201.6% | $6,247+220.1% | $5,439+267.7% |
| Admin fee / account holder | $33 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |