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 | $414,108 | $183,963+125.1% | $162,163+155.4% | $152,861+170.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -13.69% | 150.76%-164.5pp | 115.59%-129.3pp | 345.32%-359.0pp |
| Employer contribution / active EE | $11,789 | $6,371+85.0% | $5,614+110.0% | $4,762+147.5% |
| Participant deferral / active EE | $13,913 | $8,034+73.2% | $7,298+90.6% | $5,850+137.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |