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 | $554,825 | $114,381+385.1% | $107,525+416.0% | $142,382+289.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 5.71% | 242.71%-237.0pp | 181.32%-175.6pp | 217.08%-211.4pp |
| Employer contribution / active EE | $5,375 | $4,015+33.9% | $3,754+43.2% | $4,299+25.0% |
| Participant deferral / active EE | $17,532 | $5,564+215.1% | $5,116+242.7% | $6,507+169.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |