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 | $448,292 | $179,726+149.4% | $156,263+186.9% | $142,382+214.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.95% | 77.86%-69.9pp | 59.47%-51.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $25,859 | $5,069+410.1% | $4,333+496.8% | $4,299+501.5% |
| Participant deferral / active EE | $21,187 | $6,956+204.6% | $6,158+244.0% | $6,507+225.6% |
| Admin fee / account holder | $50 | $17,272-99.7% | $14,255-99.6% | $12,624-99.6% |