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 | $410,578 | $138,065+197.4% | $123,544+232.3% | $135,375+203.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.21% | 153.68%-165.9pp | 119.20%-131.4pp | 519.73%-531.9pp |
| Employer contribution / active EE | $6,849 | $5,151+33.0% | $4,628+48.0% | $4,779+43.3% |
| Participant deferral / active EE | $10,192 | $6,799+49.9% | $6,426+58.6% | $5,609+81.7% |
| Admin fee / account holder | $139 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |