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 | $2,142,577 | $159,602+1242.4% | $150,045+1328.0% | $142,382+1404.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.35% | 70.24%-58.9pp | 62.55%-51.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $12,500 | $4,961+152.0% | $4,693+166.3% | $4,299+190.8% |
| Participant deferral / active EE | $12,500 | $8,310+50.4% | $7,997+56.3% | $6,507+92.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |