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 5-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 | $726,992 | $201,272+261.2% | $184,203+294.7% | $145,922+398.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 8.84% | 29.00%-20.2pp | 28.81%-20.0pp | 561.29%-552.4pp |
| Employer contribution / active EE | $28,000 | $7,022+298.8% | $6,427+335.7% | $4,660+500.9% |
| Participant deferral / active EE | $13,375 | $9,806+36.4% | $9,131+46.5% | $6,688+100.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |