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 | $705,937 | $104,974+572.5% | $95,585+638.5% | $142,382+395.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 9.44% | 210.33%-200.9pp | 38.56%-29.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $25,500 | $2,779+817.7% | $2,527+909.3% | $4,299+493.1% |
| Participant deferral / active EE | $2,675 | $4,352-38.5% | $4,023-33.5% | $6,507-58.9% |
| Admin fee / account holder | $161 | $6,386-97.5% | $6,127-97.4% | $12,624-98.7% |