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 | $1,200,317 | $72,071+1565.5% | $68,368+1655.7% | $137,256+774.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.02% | 353.14%-345.1pp | 292.57%-284.6pp | 220.34%-212.3pp |
| Employer contribution / active EE | $17,400 | $2,788+524.1% | $2,649+556.9% | $4,156+318.7% |
| Participant deferral / active EE | $30,500 | $4,410+591.6% | $4,123+639.8% | $6,407+376.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |