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 6-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 | $785,013 | $112,881+595.4% | $90,951+763.1% | $158,922+394.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 1.55% | 215.79%-214.2pp | 134.60%-133.1pp | 302.83%-301.3pp |
| Employer contribution / active EE | $18,740 | $2,893+547.7% | $2,122+783.2% | $4,761+293.6% |
| Participant deferral / active EE | $16,000 | $4,128+287.6% | $3,373+374.4% | $5,982+167.5% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |