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 | $695,728 | $154,228+351.1% | $145,433+378.4% | $137,256+406.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.27% | 74.59%-66.3pp | 66.58%-58.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $21,999 | $4,804+357.9% | $4,554+383.0% | $4,156+429.3% |
| Participant deferral / active EE | $14,717 | $8,216+79.1% | $7,897+86.4% | $6,407+129.7% |
| Admin fee / account holder | $8 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |