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 | $637,533 | $167,484+280.7% | $151,611+320.5% | $134,475+374.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.09% | 7.80%-30.9pp | 3.33%-26.4pp | 417.96%-441.1pp |
| Employer contribution / active EE | $9,052 | $6,829+32.5% | $6,166+46.8% | $4,740+91.0% |
| Participant deferral / active EE | $13,333 | $8,986+48.4% | $8,363+59.4% | $6,400+108.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |