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 | $471,888 | $152,587+209.3% | $125,175+277.0% | $152,861+208.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 6.80% | 54.84%-48.0pp | 43.79%-37.0pp | 345.32%-338.5pp |
| Employer contribution / active EE | $7,993 | $4,946+61.6% | $3,865+106.8% | $4,762+67.8% |
| Participant deferral / active EE | $14,667 | $5,868+149.9% | $4,937+197.1% | $5,850+150.7% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |