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 | $414,934 | $95,971+332.4% | $74,550+456.6% | $135,375+206.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.21% | 56.96%-66.2pp | 32.53%-41.7pp | 519.73%-528.9pp |
| Employer contribution / active EE | $5,268 | $2,716+94.0% | $1,961+168.7% | $4,779+10.2% |
| Participant deferral / active EE | $22,650 | $3,843+489.3% | $3,108+628.8% | $5,609+303.8% |
| Admin fee / account holder | $70 | $6,522-98.9% | $5,060-98.6% | $10,827-99.4% |