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 5-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 | $355,268 | $127,264+179.2% | $109,895+223.3% | $167,490+112.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | -8.50% | 22.97%-31.5pp | 29.45%-38.0pp | 478.56%-487.1pp |
| Employer contribution / active EE | $21,026 | $3,322+532.8% | $2,842+639.7% | $4,837+334.6% |
| Participant deferral / active EE | $13,000 | $4,514+188.0% | $4,048+221.2% | $6,341+105.0% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |