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 | $376,863 | $99,032+280.5% | $80,019+371.0% | $135,375+178.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.75% | 15.39%-26.1pp | 11.22%-22.0pp | 519.73%-530.5pp |
| Employer contribution / active EE | $5,850 | $3,043+92.2% | $2,468+137.0% | $4,779+22.4% |
| Participant deferral / active EE | $24,500 | $4,282+472.2% | $3,686+564.7% | $5,609+336.8% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |