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 | $272,569 | $138,044+97.5% | $125,339+117.5% | $134,475+102.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.42% | 750.33%-777.7pp | 572.05%-599.5pp | 417.96%-445.4pp |
| Employer contribution / active EE | $23,310 | $5,243+344.6% | $4,814+384.3% | $4,740+391.8% |
| Participant deferral / active EE | $15,351 | $7,799+96.8% | $7,446+106.2% | $6,400+139.9% |
| Admin fee / account holder | $68 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |