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 | $1,711,403 | $108,919+1471.3% | $100,391+1604.7% | $145,922+1072.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.11% | 57.88%-48.8pp | 49.20%-40.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $6,084 | $4,419+37.7% | $3,942+54.3% | $4,660+30.6% |
| Participant deferral / active EE | $10,700 | $8,445+26.7% | $8,082+32.4% | $6,688+60.0% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |