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 | $959,021 | $98,750+871.2% | $149,696+540.6% | $79,858+1100.9% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 6.87% | 27.43%-20.6pp | 276.60%-269.7pp | 31.71%-24.8pp |
| Employer contribution / active EE | $13,912 | $3,216+332.5% | $4,644+199.6% | $2,471+463.1% |
| Participant deferral / active EE | $7,583 | $5,680+33.5% | $6,842+10.8% | $3,740+102.8% |
| Admin fee / account holder | $92 | $6,053-98.5% | $9,309-99.0% | $5,306-98.3% |