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 | $1,530,889 | $100,773+1419.1% | $88,946+1621.2% | $142,382+975.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 7.57% | 70.18%-62.6pp | 57.82%-50.3pp | 217.08%-209.5pp |
| Employer contribution / active EE | $26,100 | $2,918+794.6% | $2,555+921.5% | $4,299+507.1% |
| Participant deferral / active EE | $31,000 | $5,230+492.7% | $4,581+576.7% | $6,507+376.4% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |