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 4-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 | $474,562 | $77,730+510.5% | $70,164+576.4% | $139,434+240.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -7.20% | 18.98%-26.2pp | 18.87%-26.1pp | 372.94%-380.1pp |
| Employer contribution / active EE | $41,632 | $4,990+734.3% | $4,287+871.2% | $4,751+776.3% |
| Participant deferral / active EE | $3,250 | $6,448-49.6% | $5,395-39.8% | $6,710-51.6% |
| Admin fee / account holder | $0 | $5,368-100.0% | $4,561-100.0% | $11,403-100.0% |