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 | $411,579 | $112,881+264.6% | $90,951+352.5% | $158,922+159.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -5.28% | 215.79%-221.1pp | 134.60%-139.9pp | 302.83%-308.1pp |
| Employer contribution / active EE | $9,013 | $2,893+211.5% | $2,122+324.8% | $4,761+89.3% |
| Participant deferral / active EE | $16,987 | $4,128+311.6% | $3,373+403.6% | $5,982+184.0% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |