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 | $1,061,968 | $179,726+490.9% | $156,263+579.6% | $142,382+645.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.10% | 77.86%-69.8pp | 59.47%-51.4pp | 217.08%-209.0pp |
| Employer contribution / active EE | $91,250 | $5,069+1700.1% | $4,333+2005.9% | $4,299+2022.5% |
| Participant deferral / active EE | $31,000 | $6,956+345.7% | $6,158+403.4% | $6,507+376.4% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |