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 8-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 | $468,645 | $209,411+123.8% | $178,490+162.6% | $158,922+194.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.33% | 188.75%-183.4pp | 151.07%-145.7pp | 302.83%-297.5pp |
| Employer contribution / active EE | $16,090 | $5,706+182.0% | $5,011+221.1% | $4,761+237.9% |
| Participant deferral / active EE | $13,612 | $5,954+128.6% | $5,202+161.7% | $5,982+127.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |