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 | $718,587 | $94,338+661.7% | $100,534+614.8% | $142,382+404.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 11.94% | 29.20%-17.3pp | 32.66%-20.7pp | 217.08%-205.1pp |
| Employer contribution / active EE | $27,109 | $4,237+539.8% | $4,346+523.7% | $4,299+530.6% |
| Participant deferral / active EE | $18,673 | $5,934+214.7% | $6,144+203.9% | $6,507+187.0% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |