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 | $461,308 | $185,822+148.3% | $169,993+171.4% | $139,434+230.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 3.57% | 60.50%-56.9pp | 53.37%-49.8pp | 372.94%-369.4pp |
| Employer contribution / active EE | $15,796 | $7,590+108.1% | $6,785+132.8% | $4,751+232.5% |
| Participant deferral / active EE | $20,986 | $11,622+80.6% | $10,408+101.6% | $6,710+212.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |