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 | $873,051 | $117,983+640.0% | $101,794+757.7% | $142,382+513.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 2.18% | 36.92%-34.7pp | 30.53%-28.3pp | 217.08%-214.9pp |
| Employer contribution / active EE | $9,305 | $2,773+235.6% | $2,289+306.5% | $4,299+116.4% |
| Participant deferral / active EE | $31,000 | $4,714+557.7% | $4,084+659.1% | $6,507+376.4% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |