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 | $74,888+1502.8% | $71,209+1585.6% | $142,382+743.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.02% | 345.14%-337.1pp | 282.51%-274.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $17,400 | $2,854+509.6% | $2,721+539.5% | $4,299+304.7% |
| Participant deferral / active EE | $30,500 | $4,454+584.7% | $4,175+630.5% | $6,507+368.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |