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 | $1,106,968 | $148,534+645.3% | $135,903+714.5% | $139,434+693.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.63% | 79.19%-67.6pp | 68.23%-56.6pp | 372.94%-361.3pp |
| Employer contribution / active EE | $43,500 | $5,243+729.7% | $4,856+795.8% | $4,751+815.6% |
| Participant deferral / active EE | $25,000 | $8,100+208.6% | $7,758+222.3% | $6,710+272.6% |
| Admin fee / account holder | $52 | $12,400-99.6% | $10,762-99.5% | $11,403-99.5% |