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 | $313,215 | $150,440+108.2% | $136,294+129.8% | $147,584+112.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.99% | 1049.08%-1044.1pp | 5155.94%-5150.9pp | 578.55%-573.6pp |
| Employer contribution / active EE | $16,456 | $5,256+213.1% | $4,695+250.5% | $4,876+237.5% |
| Participant deferral / active EE | $6,444 | $6,630-2.8% | $6,247+3.2% | $5,439+18.5% |
| Admin fee / account holder | $29 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |