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 | $746,597 | $176,056+324.1% | $159,436+368.3% | $167,490+345.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.49% | 331.75%-325.3pp | 263.57%-257.1pp | 478.56%-472.1pp |
| Employer contribution / active EE | $24,076 | $5,297+354.5% | $4,829+398.5% | $4,837+397.7% |
| Participant deferral / active EE | $23,500 | $7,750+203.2% | $7,352+219.6% | $6,341+270.6% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |