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 | $781,728 | $124,319+528.8% | $111,297+602.4% | $167,490+366.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | -9.19% | 37.44%-46.6pp | 54.65%-63.8pp | 478.56%-487.8pp |
| Employer contribution / active EE | $32,000 | $3,435+831.5% | $2,731+1071.7% | $4,837+561.5% |
| Participant deferral / active EE | $26,000 | $5,180+401.9% | $4,487+479.4% | $6,341+310.0% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |