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 | $781,989 | $148,534+426.5% | $135,903+475.4% | $139,434+460.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.16% | 79.19%-76.0pp | 68.23%-65.1pp | 372.94%-369.8pp |
| Employer contribution / active EE | $14,402 | $5,243+174.7% | $4,856+196.6% | $4,751+203.1% |
| Participant deferral / active EE | $23,467 | $8,100+189.7% | $7,758+202.5% | $6,710+249.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |