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 | $279,039 | $88,751+214.4% | $81,812+241.1% | $145,922+91.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.52% | 1025.40%-1024.9pp | 773.79%-773.3pp | 561.29%-560.8pp |
| Employer contribution / active EE | $1,940 | $3,083-37.1% | $2,912-33.4% | $4,660-58.4% |
| Participant deferral / active EE | $20,000 | $4,643+330.7% | $4,319+363.1% | $6,688+199.1% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |