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 | $489,516 | $150,440+225.4% | $136,294+259.2% | $147,584+231.7% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 4.38% | 1049.08%-1044.7pp | 5155.94%-5151.6pp | 578.55%-574.2pp |
| Employer contribution / active EE | $9,322 | $5,256+77.4% | $4,695+98.5% | $4,876+91.2% |
| Participant deferral / active EE | $9,875 | $6,630+48.9% | $6,247+58.1% | $5,439+81.6% |
| Admin fee / account holder | $19 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |