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 | $523,892 | $102,966+408.8% | $90,281+480.3% | $152,861+242.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 7.03% | 95.16%-88.1pp | 78.10%-71.1pp | 345.32%-338.3pp |
| Employer contribution / active EE | $15,803 | $3,139+403.5% | $2,854+453.6% | $4,762+231.8% |
| Participant deferral / active EE | $12,475 | $4,281+191.4% | $3,885+221.1% | $5,850+113.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |