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 | $957,796 | $214,378+346.8% | $200,582+377.5% | $142,382+572.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.33% | 46.41%-42.1pp | 42.33%-38.0pp | 217.08%-212.7pp |
| Employer contribution / active EE | $20,125 | $6,841+194.2% | $6,419+213.5% | $4,299+368.1% |
| Participant deferral / active EE | $18,134 | $9,865+83.8% | $9,331+94.3% | $6,507+178.7% |
| Admin fee / account holder | $294 | $17,692-98.3% | $16,305-98.2% | $12,624-97.7% |