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 | $253,304 | $113,935+122.3% | $94,224+168.8% | $125,391+102.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.17% | 5.29%-9.5pp | 10.68%-14.9pp | 282.22%-286.4pp |
| Employer contribution / active EE | $6,981 | $4,727+47.7% | $3,587+94.6% | $4,866+43.5% |
| Participant deferral / active EE | $14,251 | $5,179+175.2% | $4,320+229.9% | $5,352+166.3% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |