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 | $552,850 | $118,680+365.8% | $98,907+459.0% | $158,922+247.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 4.80% | 372.35%-367.6pp | 196.43%-191.6pp | 302.83%-298.0pp |
| Employer contribution / active EE | $15,998 | $3,333+380.0% | $2,689+495.0% | $4,761+236.0% |
| Participant deferral / active EE | $14,084 | $5,088+176.8% | $4,244+231.8% | $5,982+135.4% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |