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 | $907,114 | $214,378+323.1% | $200,582+352.2% | $142,382+537.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.25% | 46.41%-37.2pp | 42.33%-33.1pp | 217.08%-207.8pp |
| Employer contribution / active EE | $5,484 | $6,841-19.8% | $6,419-14.6% | $4,299+27.6% |
| Participant deferral / active EE | $7,704 | $9,865-21.9% | $9,331-17.4% | $6,507+18.4% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |