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 | $436,014 | $99,020+340.3% | $86,590+403.5% | $147,584+195.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.83% | 1312.34%-1307.5pp | 964.84%-960.0pp | 578.55%-573.7pp |
| Employer contribution / active EE | $13,389 | $3,132+327.5% | $2,839+371.5% | $4,876+174.6% |
| Participant deferral / active EE | $7,476 | $3,972+88.2% | $3,609+107.2% | $5,439+37.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |