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 | $479,136 | $175,202+173.5% | $149,673+220.1% | $139,434+243.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.84% | 166.71%-160.9pp | 134.42%-128.6pp | 372.94%-367.1pp |
| Employer contribution / active EE | $6,538 | $5,474+19.4% | $4,818+35.7% | $4,751+37.6% |
| Participant deferral / active EE | $30,000 | $6,519+360.2% | $5,680+428.2% | $6,710+347.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |