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 | $496,664 | $165,335+200.4% | $149,696+231.8% | $158,922+212.5% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 7.33% | 348.15%-340.8pp | 276.60%-269.3pp | 302.83%-295.5pp |
| Employer contribution / active EE | $16,582 | $5,103+225.0% | $4,644+257.0% | $4,761+248.3% |
| Participant deferral / active EE | $10,955 | $7,181+52.6% | $6,842+60.1% | $5,982+83.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |