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 | $454,104 | $215,361+110.9% | $171,082+165.4% | $273,961+65.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -21.85% | 25.14%-47.0pp | 32.56%-54.4pp | 41.45%-63.3pp |
| Employer contribution / active EE | $18,328 | $4,967+269.0% | $4,002+358.0% | $4,869+276.4% |
| Participant deferral / active EE | $24,000 | $5,543+333.0% | $4,797+400.3% | $5,287+353.9% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |