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 6-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 | $397,677 | $177,572+124.0% | $154,803+156.9% | $142,382+179.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.86% | 65.07%-57.2pp | 58.88%-51.0pp | 217.08%-209.2pp |
| Employer contribution / active EE | $23,500 | $4,810+388.5% | $4,305+445.8% | $4,299+446.6% |
| Participant deferral / active EE | $46,500 | $6,272+641.4% | $5,540+739.3% | $6,507+614.6% |
| Admin fee / account holder | $250 | $16,786-98.5% | $14,329-98.3% | $12,624-98.0% |