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 | $418,069 | $201,272+107.7% | $184,203+127.0% | $145,922+186.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -25.06% | 29.00%-54.1pp | 28.81%-53.9pp | 561.29%-586.3pp |
| Employer contribution / active EE | $7,110 | $7,022+1.3% | $6,427+10.6% | $4,660+52.6% |
| Participant deferral / active EE | $19,429 | $9,806+98.1% | $9,131+112.8% | $6,688+190.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |