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 | $314,918 | $202,318+55.7% | $172,739+82.3% | $152,861+106.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.96% | 1029.65%-1020.7pp | 802.84%-793.9pp | 345.32%-336.4pp |
| Employer contribution / active EE | $6,521 | $5,856+11.4% | $5,143+26.8% | $4,762+36.9% |
| Participant deferral / active EE | $9,709 | $5,948+63.2% | $5,198+86.8% | $5,850+66.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |