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 | $270,570 | $150,440+79.9% | $136,294+98.5% | $147,584+83.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.39% | 1049.08%-1041.7pp | 5155.94%-5148.5pp | 578.55%-571.2pp |
| Employer contribution / active EE | $4,759 | $5,256-9.5% | $4,695+1.3% | $4,876-2.4% |
| Participant deferral / active EE | $11,096 | $6,630+67.3% | $6,247+77.6% | $5,439+104.0% |
| Admin fee / account holder | $113 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |