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 9-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 | $1,850,104 | $197,591+836.3% | $177,821+940.4% | $158,922+1064.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.74% | 58.76%-58.0pp | 48.32%-47.6pp | 302.83%-302.1pp |
| Employer contribution / active EE | $20,825 | $6,697+210.9% | $5,918+251.9% | $4,761+337.4% |
| Participant deferral / active EE | $12,250 | $8,405+45.7% | $7,714+58.8% | $5,982+104.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |