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 | $360,981 | $90,397+299.3% | $76,002+375.0% | $145,959+147.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 3.56% | 621.97%-618.4pp | 360.07%-356.5pp | 561.95%-558.4pp |
| Employer contribution / active EE | $19,688 | $3,317+493.5% | $2,688+632.4% | $4,661+322.4% |
| Participant deferral / active EE | $12,410 | $5,163+140.3% | $4,257+191.5% | $6,689+85.5% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |