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 8-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 | $261,069 | $135,635+92.5% | $110,238+136.8% | $135,375+92.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -18.52% | 513.19%-531.7pp | 314.74%-333.3pp | 519.73%-538.3pp |
| Employer contribution / active EE | $17,500 | $4,906+256.7% | $3,826+357.3% | $4,779+266.2% |
| Participant deferral / active EE | $6,750 | $5,506+22.6% | $4,672+44.5% | $5,609+20.3% |
| Admin fee / account holder | $5 | $11,457-100.0% | $8,547-99.9% | $10,827-100.0% |