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 | $375,070 | $88,594+323.4% | $70,092+435.1% | $134,475+178.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -22.37% | 442.67%-465.0pp | 190.73%-213.1pp | 417.96%-440.3pp |
| Employer contribution / active EE | $13,558 | $3,233+319.4% | $2,559+429.9% | $4,740+186.1% |
| Participant deferral / active EE | $7,692 | $4,772+61.2% | $3,849+99.9% | $6,400+20.2% |
| Admin fee / account holder | $20 | $10,441-99.8% | $6,267-99.7% | $11,426-99.8% |