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 | $1,285,088 | $176,812+626.8% | $146,665+776.2% | $167,490+667.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.91% | 24.03%-19.1pp | 22.74%-17.8pp | 478.56%-473.7pp |
| Employer contribution / active EE | $27,367 | $5,160+430.4% | $4,136+561.6% | $4,837+465.7% |
| Participant deferral / active EE | $20,333 | $6,440+215.7% | $5,506+269.3% | $6,341+220.7% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |