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 | $330,183 | $165,335+99.7% | $149,696+120.6% | $158,922+107.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.69% | 348.15%-341.5pp | 276.60%-269.9pp | 302.83%-296.1pp |
| Employer contribution / active EE | $12,393 | $5,103+142.9% | $4,644+166.8% | $4,761+160.3% |
| Participant deferral / active EE | $11,570 | $7,181+61.1% | $6,842+69.1% | $5,982+93.4% |
| Admin fee / account holder | $209 | $10,807-98.1% | $9,309-97.8% | $11,246-98.1% |