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 | $678,443 | $177,572+282.1% | $154,803+338.3% | $142,382+376.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.63% | 65.07%-56.4pp | 58.88%-50.3pp | 217.08%-208.4pp |
| Employer contribution / active EE | $11,519 | $4,810+139.5% | $4,305+167.5% | $4,299+167.9% |
| Participant deferral / active EE | $10,966 | $6,272+74.9% | $5,540+97.9% | $6,507+68.5% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |