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 | $271,624 | $99,640+172.6% | $86,436+214.2% | $134,475+102.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.84% | 6782.58%-6804.4pp | 4394.89%-4416.7pp | 417.96%-439.8pp |
| Employer contribution / active EE | $9,565 | $4,400+117.4% | $3,769+153.8% | $4,740+101.8% |
| Participant deferral / active EE | $15,516 | $7,246+114.1% | $6,952+123.2% | $6,400+142.5% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |