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 | $525,562 | $159,602+229.3% | $150,045+250.3% | $142,382+269.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.29% | 70.24%-60.9pp | 62.55%-53.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $24,849 | $4,961+400.9% | $4,693+429.5% | $4,299+478.0% |
| Participant deferral / active EE | $23,298 | $8,310+180.4% | $7,997+191.3% | $6,507+258.0% |
| Admin fee / account holder | $68 | $14,846-99.5% | $13,435-99.5% | $12,624-99.5% |