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 7-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 | $448,429 | $226,064+98.4% | $182,532+145.7% | $152,861+193.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | -31.56% | 192.51%-224.1pp | 148.54%-180.1pp | 345.32%-376.9pp |
| Employer contribution / active EE | $8,844 | $4,978+77.6% | $4,076+117.0% | $4,762+85.7% |
| Participant deferral / active EE | $25,000 | $6,368+292.6% | $5,524+352.5% | $5,850+327.3% |
| Admin fee / account holder | $125 | $10,703-98.8% | $8,592-98.5% | $11,596-98.9% |