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 | $722,988 | $94,529+664.8% | $140,016+416.4% | $64,186+1026.4% |
| Participation rate | 98.4% | 84.1%+14.3pp | 87.5%+10.9pp | 69.6%+28.8pp |
| Annual return | -8.44% | 7.77%-16.2pp | 651.12%-659.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $17,206 | $3,812+351.3% | $5,606+206.9% | $2,381+622.7% |
| Participant deferral / active EE | $17,206 | $5,250+227.7% | $6,927+148.4% | $3,470+395.9% |
| Admin fee / account holder | -$133 | $6,741-102.0% | $10,705-101.2% | $4,888-102.7% |