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 8-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 | $2,539,649 | $175,202+1349.6% | $149,673+1596.8% | $139,434+1721.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.97% | 166.71%-161.7pp | 134.42%-129.4pp | 372.94%-368.0pp |
| Employer contribution / active EE | $8,282 | $5,474+51.3% | $4,818+71.9% | $4,751+74.3% |
| Participant deferral / active EE | $18,718 | $6,519+187.1% | $5,680+229.5% | $6,710+178.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |