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 | $286,688 | $85,766+234.3% | $136,294+110.3% | $70,131+308.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.85% | 31.45%-17.6pp | 5155.94%-5142.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $6,987 | $2,966+135.6% | $4,695+48.8% | $2,342+198.3% |
| Participant deferral / active EE | $11,560 | $5,051+128.9% | $6,247+85.1% | $3,332+247.0% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |