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 | $760,849 | $185,822+309.4% | $169,993+347.6% | $139,434+445.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.65% | 60.50%-49.9pp | 53.37%-42.7pp | 372.94%-362.3pp |
| Employer contribution / active EE | $31,449 | $7,590+314.3% | $6,785+363.5% | $4,751+562.0% |
| Participant deferral / active EE | $25,555 | $11,622+119.9% | $10,408+145.5% | $6,710+280.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |