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 | $289,629 | $190,805+51.8% | $159,960+81.1% | $134,475+115.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.29% | 552.23%-573.5pp | 408.60%-429.9pp | 417.96%-439.3pp |
| Employer contribution / active EE | $26,449 | $4,995+429.5% | $4,226+525.9% | $4,740+458.0% |
| Participant deferral / active EE | $15,838 | $6,923+128.8% | $6,182+156.2% | $6,400+147.5% |
| Admin fee / account holder | $4 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |