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 | $735,954 | $165,335+345.1% | $149,696+391.6% | $158,922+363.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.56% | 348.15%-343.6pp | 276.60%-272.0pp | 302.83%-298.3pp |
| Employer contribution / active EE | $34,987 | $5,103+585.7% | $4,644+653.3% | $4,761+634.9% |
| Participant deferral / active EE | $6,554 | $7,181-8.7% | $6,842-4.2% | $5,982+9.6% |
| Admin fee / account holder | $121 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |