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 3-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 | $869,285 | $148,534+485.2% | $135,903+539.6% | $139,434+523.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.97% | 79.19%-69.2pp | 68.23%-58.3pp | 372.94%-363.0pp |
| Employer contribution / active EE | $5,194 | $5,243-0.9% | $4,856+7.0% | $4,751+9.3% |
| Participant deferral / active EE | $21,877 | $8,100+170.1% | $7,758+182.0% | $6,710+226.0% |
| Admin fee / account holder | $168 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |