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 | $608,636 | $148,534+309.8% | $135,903+347.8% | $139,434+336.5% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 5.92% | 79.19%-73.3pp | 68.23%-62.3pp | 372.94%-367.0pp |
| Employer contribution / active EE | $21,038 | $5,243+301.3% | $4,856+333.2% | $4,751+342.8% |
| Participant deferral / active EE | $13,603 | $8,100+67.9% | $7,758+75.3% | $6,710+102.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |