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 | $362,098 | $105,998+241.6% | $92,233+292.6% | $147,584+145.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.44% | 50.05%-45.6pp | 176.28%-171.8pp | 578.55%-574.1pp |
| Employer contribution / active EE | $24,104 | $4,333+456.3% | $3,679+555.1% | $4,876+394.3% |
| Participant deferral / active EE | $14,896 | $4,478+232.7% | $3,897+282.3% | $5,439+173.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |