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 8-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 | $429,998 | $100,970+325.9% | $96,576+345.2% | $137,256+213.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | -5.84% | 38.16%-44.0pp | 38.47%-44.3pp | 220.34%-226.2pp |
| Employer contribution / active EE | $4,252 | $3,809+11.6% | $3,553+19.7% | $4,156+2.3% |
| Participant deferral / active EE | $32,875 | $8,286+296.7% | $7,956+313.2% | $6,407+413.1% |
| Admin fee / account holder | $7 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |