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 5-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 | $904,439 | $105,126+760.3% | $94,646+855.6% | $139,434+548.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 2.34% | 38.03%-35.7pp | 156.71%-154.4pp | 372.94%-370.6pp |
| Employer contribution / active EE | $18,300 | $4,106+345.7% | $3,672+398.4% | $4,751+285.2% |
| Participant deferral / active EE | $30,000 | $7,599+294.8% | $7,418+304.4% | $6,710+347.1% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |