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 5-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 | $1,867,657 | $159,901+1068.0% | $146,958+1170.9% | $145,922+1179.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.54% | 98.13%-93.6pp | 418.34%-413.8pp | 561.29%-556.7pp |
| Employer contribution / active EE | $13,251 | $5,286+150.7% | $4,933+168.6% | $4,660+184.4% |
| Participant deferral / active EE | $53,472 | $8,428+534.4% | $8,070+562.6% | $6,688+699.6% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |