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 | $718,130 | $209,336+243.1% | $197,124+264.3% | $137,256+423.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.16% | 48.09%-37.9pp | 44.34%-34.2pp | 220.34%-210.2pp |
| Employer contribution / active EE | $15,568 | $6,591+136.2% | $6,227+150.0% | $4,156+274.6% |
| Participant deferral / active EE | $10,460 | $9,614+8.8% | $9,135+14.5% | $6,407+63.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |