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 | $2,021,680 | $149,679+1250.7% | $117,039+1627.4% | $147,584+1269.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 0.39% | 19.31%-18.9pp | 18.95%-18.6pp | 578.55%-578.2pp |
| Employer contribution / active EE | $25,949 | $4,937+425.6% | $3,785+585.6% | $4,876+432.1% |
| Participant deferral / active EE | $9,000 | $4,912+83.2% | $3,929+129.0% | $5,439+65.5% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |