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 | $661,014 | $167,307+295.1% | $143,757+359.8% | $134,475+391.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.17% | 0.46%-27.6pp | -0.04%-27.1pp | 417.96%-445.1pp |
| Employer contribution / active EE | $3,569 | $5,619-36.5% | $4,951-27.9% | $4,740-24.7% |
| Participant deferral / active EE | $13,667 | $6,446+112.0% | $5,637+142.4% | $6,400+113.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |