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 | $530,799 | $201,259+163.7% | $184,200+188.2% | $145,959+263.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.31% | 28.98%-23.7pp | 28.80%-23.5pp | 561.95%-556.6pp |
| Employer contribution / active EE | $24,500 | $7,018+249.1% | $6,424+281.4% | $4,661+425.7% |
| Participant deferral / active EE | $21,272 | $9,806+116.9% | $9,132+132.9% | $6,689+218.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |