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 | $494,300 | $185,822+166.0% | $169,993+190.8% | $139,434+254.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.24% | 60.50%-52.3pp | 53.37%-45.1pp | 372.94%-364.7pp |
| Employer contribution / active EE | $23,293 | $7,590+206.9% | $6,785+243.3% | $4,751+390.3% |
| Participant deferral / active EE | $25,000 | $11,622+115.1% | $10,408+140.2% | $6,710+272.6% |
| Admin fee / account holder | $8 | $15,381-100.0% | $12,815-99.9% | $11,403-99.9% |