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 7-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 | $1,117,949 | $154,228+624.9% | $145,433+668.7% | $137,256+714.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 2.72% | 74.59%-71.9pp | 66.58%-63.9pp | 220.34%-217.6pp |
| Employer contribution / active EE | $27,005 | $4,804+462.1% | $4,554+492.9% | $4,156+549.8% |
| Participant deferral / active EE | $17,586 | $8,216+114.0% | $7,897+122.7% | $6,407+174.5% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |