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 | $290,252 | $217,402+33.5% | $185,823+56.2% | $167,490+73.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -23.58% | 148.36%-171.9pp | 122.05%-145.6pp | 478.56%-502.1pp |
| Employer contribution / active EE | $8,326 | $5,873+41.8% | $5,167+61.1% | $4,837+72.1% |
| Participant deferral / active EE | $12,244 | $6,356+92.6% | $5,568+119.9% | $6,341+93.1% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |