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 8-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 | $525,837 | $158,398+232.0% | $126,539+315.6% | $142,382+269.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 8.91% | 593.76%-584.8pp | 425.95%-417.0pp | 217.08%-208.2pp |
| Employer contribution / active EE | $5,490 | $4,650+18.1% | $3,674+49.4% | $4,299+27.7% |
| Participant deferral / active EE | $10,980 | $4,767+130.3% | $4,083+168.9% | $6,507+68.7% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |