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 | $319,535 | $99,032+222.7% | $80,019+299.3% | $135,375+136.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.49% | 15.39%-24.9pp | 11.22%-20.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $3,046 | $3,043+0.1% | $2,468+23.4% | $4,779-36.3% |
| Participant deferral / active EE | $13,003 | $4,282+203.7% | $3,686+252.8% | $5,609+131.8% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |