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 6-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 | $635,014 | $175,202+262.4% | $149,673+324.3% | $139,434+355.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.87% | 166.71%-156.8pp | 134.42%-124.5pp | 372.94%-363.1pp |
| Employer contribution / active EE | $6,267 | $5,474+14.5% | $4,818+30.1% | $4,751+31.9% |
| Participant deferral / active EE | $17,333 | $6,519+165.9% | $5,680+205.2% | $6,710+158.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |