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 9-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 | $644,425 | $201,272+220.2% | $184,203+249.8% | $145,922+341.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.05% | 29.00%-21.0pp | 28.81%-20.8pp | 561.29%-553.2pp |
| Employer contribution / active EE | $4,887 | $7,022-30.4% | $6,427-24.0% | $4,660+4.9% |
| Participant deferral / active EE | $17,742 | $9,806+80.9% | $9,131+94.3% | $6,688+165.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |