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 | $753,111 | $114,381+558.4% | $107,525+600.4% | $142,382+428.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.68% | 242.71%-236.0pp | 181.32%-174.6pp | 217.08%-210.4pp |
| Employer contribution / active EE | $6,000 | $4,015+49.5% | $3,754+59.8% | $4,299+39.6% |
| Participant deferral / active EE | $20,491 | $5,564+268.3% | $5,116+300.6% | $6,507+214.9% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |