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 | $824,832 | $201,272+309.8% | $184,203+347.8% | $145,922+465.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 7.76% | 29.00%-21.2pp | 28.81%-21.1pp | 561.29%-553.5pp |
| Employer contribution / active EE | $14,866 | $7,022+111.7% | $6,427+131.3% | $4,660+219.0% |
| Participant deferral / active EE | $13,550 | $9,806+38.2% | $9,131+48.4% | $6,688+102.6% |
| Admin fee / account holder | $30 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |