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 | $661,909 | $154,228+329.2% | $145,433+355.1% | $137,256+382.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.85% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $12,122 | $4,804+152.3% | $4,554+166.2% | $4,156+191.7% |
| Participant deferral / active EE | $25,989 | $8,216+216.3% | $7,897+229.1% | $6,407+305.6% |
| Admin fee / account holder | $66 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |