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 | $320,540 | $179,726+78.3% | $156,263+105.1% | $142,382+125.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 1.75% | 77.86%-76.1pp | 59.47%-57.7pp | 217.08%-215.3pp |
| Employer contribution / active EE | $9,990 | $5,069+97.1% | $4,333+130.6% | $4,299+132.4% |
| Participant deferral / active EE | $11,500 | $6,956+65.3% | $6,158+86.7% | $6,507+76.7% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |