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 9-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 | $352,511 | $82,286+328.4% | $68,791+412.4% | $134,475+162.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.34% | -2.19%-20.1pp | -6.38%-16.0pp | 417.96%-440.3pp |
| Employer contribution / active EE | $17,279 | $3,301+423.5% | $2,655+550.8% | $4,740+264.6% |
| Participant deferral / active EE | $16,702 | $4,739+252.5% | $3,941+323.8% | $6,400+161.0% |
| Admin fee / account holder | $60 | $6,481-99.1% | $4,932-98.8% | $11,426-99.5% |