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 | $261,718 | $169,161+54.7% | $129,295+102.4% | $145,959+79.3% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.6%+8.2pp | 80.3%-2.5pp |
| Annual return | 3.76% | 14348.07%-14344.3pp | 9429.28%-9425.5pp | 561.95%-558.2pp |
| Employer contribution / active EE | $10,083 | $5,543+81.9% | $4,157+142.6% | $4,661+116.3% |
| Participant deferral / active EE | $6,968 | $4,989+39.7% | $4,169+67.1% | $6,689+4.2% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |