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 | $782,250 | $185,822+321.0% | $169,993+360.2% | $139,434+461.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.72% | 60.50%-53.8pp | 53.37%-46.7pp | 372.94%-366.2pp |
| Employer contribution / active EE | $33,113 | $7,590+336.3% | $6,785+388.0% | $4,751+597.0% |
| Participant deferral / active EE | $11,046 | $11,622-5.0% | $10,408+6.1% | $6,710+64.6% |
| Admin fee / account holder | $12 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |