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 | $1,108,607 | $148,534+646.4% | $135,903+715.7% | $139,434+695.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -11.83% | 79.19%-91.0pp | 68.23%-80.1pp | 372.94%-384.8pp |
| Employer contribution / active EE | $5,700 | $5,243+8.7% | $4,856+17.4% | $4,751+20.0% |
| Participant deferral / active EE | $13,250 | $8,100+63.6% | $7,758+70.8% | $6,710+97.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |