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 7-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 | $2,885,296 | $159,602+1707.8% | $150,045+1823.0% | $142,382+1926.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.42% | 70.24%-65.8pp | 62.55%-58.1pp | 217.08%-212.7pp |
| Employer contribution / active EE | $31,000 | $4,961+524.9% | $4,693+560.5% | $4,299+621.1% |
| Participant deferral / active EE | $26,667 | $8,310+220.9% | $7,997+233.5% | $6,507+309.8% |
| Admin fee / account holder | $13 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |