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 | $784,074 | $202,318+287.5% | $172,739+353.9% | $152,861+412.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.35% | 1029.65%-1023.3pp | 802.84%-796.5pp | 345.32%-339.0pp |
| Employer contribution / active EE | $27,556 | $5,856+370.6% | $5,143+435.8% | $4,762+478.6% |
| Participant deferral / active EE | $17,333 | $5,948+191.4% | $5,198+233.5% | $5,850+196.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |