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 | $610,851 | $157,256+288.4% | $141,162+332.7% | $152,861+299.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 6.57% | 64.32%-57.8pp | 71.39%-64.8pp | 345.32%-338.8pp |
| Employer contribution / active EE | $19,634 | $5,261+273.2% | $4,735+314.7% | $4,762+312.3% |
| Participant deferral / active EE | $10,057 | $7,109+41.5% | $6,709+49.9% | $5,850+71.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |