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 | $861,513 | $148,534+480.0% | $135,903+533.9% | $139,434+517.9% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | -6.90% | 79.19%-86.1pp | 68.23%-75.1pp | 372.94%-379.8pp |
| Employer contribution / active EE | $14,613 | $5,243+178.7% | $4,856+200.9% | $4,751+207.6% |
| Participant deferral / active EE | $18,355 | $8,100+126.6% | $7,758+136.6% | $6,710+173.5% |
| Admin fee / account holder | $81 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |