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 9-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 | $847,957 | $157,256+439.2% | $141,162+500.7% | $152,861+454.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.97% | 64.32%-50.3pp | 71.39%-57.4pp | 345.32%-331.3pp |
| Employer contribution / active EE | $19,861 | $5,261+277.5% | $4,735+319.5% | $4,762+317.1% |
| Participant deferral / active EE | $15,417 | $7,109+116.8% | $6,709+129.8% | $5,850+163.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |