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 | $364,564 | $150,440+142.3% | $136,294+167.5% | $147,584+147.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.70% | 1049.08%-1039.4pp | 5155.94%-5146.2pp | 578.55%-568.9pp |
| Employer contribution / active EE | $14,665 | $5,256+179.0% | $4,695+212.3% | $4,876+200.7% |
| Participant deferral / active EE | $13,226 | $6,630+99.5% | $6,247+111.7% | $5,439+143.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |