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 | $520,282 | $105,181+394.7% | $159,436+226.3% | $85,850+506.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.11% | 45.07%-33.0pp | 263.57%-251.5pp | 318.53%-306.4pp |
| Employer contribution / active EE | $19,154 | $3,318+477.2% | $4,829+296.6% | $2,565+646.7% |
| Participant deferral / active EE | $15,821 | $5,945+166.1% | $7,352+115.2% | $3,952+300.4% |
| Admin fee / account holder | $108 | $6,933-98.4% | $10,799-99.0% | $6,260-98.3% |