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 | $718,752 | $175,202+310.2% | $149,673+380.2% | $139,434+415.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 7.61% | 166.71%-159.1pp | 134.42%-126.8pp | 372.94%-365.3pp |
| Employer contribution / active EE | $10,980 | $5,474+100.6% | $4,818+127.9% | $4,751+131.1% |
| Participant deferral / active EE | $18,900 | $6,519+189.9% | $5,680+232.7% | $6,710+181.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |