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 9-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 | $414,139 | $202,432+104.6% | $169,368+144.5% | $139,434+197.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.14% | 531.74%-523.6pp | 405.60%-397.5pp | 372.94%-364.8pp |
| Employer contribution / active EE | $24,125 | $4,692+414.1% | $4,013+501.2% | $4,751+407.8% |
| Participant deferral / active EE | $15,000 | $6,938+116.2% | $6,221+141.1% | $6,710+123.5% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |