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 4-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 | $589,712 | $175,202+236.6% | $149,673+294.0% | $139,434+322.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.68% | 166.71%-161.0pp | 134.42%-128.7pp | 372.94%-367.3pp |
| Employer contribution / active EE | $49,293 | $5,474+800.4% | $4,818+923.2% | $4,751+937.6% |
| Participant deferral / active EE | $17,857 | $6,519+173.9% | $5,680+214.4% | $6,710+166.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |