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 | $866,073 | $161,352+436.8% | $134,172+545.5% | $137,256+531.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 3.95% | 28.72%-24.8pp | 25.30%-21.3pp | 220.34%-216.4pp |
| Employer contribution / active EE | $8,333 | $4,099+103.3% | $3,420+143.7% | $4,156+100.5% |
| Participant deferral / active EE | $13,333 | $5,552+140.1% | $4,690+184.3% | $6,407+108.1% |
| Admin fee / account holder | $25 | $15,028-99.8% | $12,016-99.8% | $12,270-99.8% |