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 | $773,301 | $167,307+362.2% | $143,757+437.9% | $134,475+475.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.14% | 0.46%-30.6pp | -0.04%-30.1pp | 417.96%-448.1pp |
| Employer contribution / active EE | $6,760 | $5,619+20.3% | $4,951+36.5% | $4,740+42.6% |
| Participant deferral / active EE | $7,325 | $6,446+13.6% | $5,637+29.9% | $6,400+14.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |