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 | $793,248 | $92,703+755.7% | $82,719+859.0% | $134,475+489.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.67% | 944.92%-967.6pp | 701.18%-723.9pp | 417.96%-440.6pp |
| Employer contribution / active EE | $9,076 | $3,274+177.2% | $3,009+201.6% | $4,740+91.5% |
| Participant deferral / active EE | $3,249 | $4,802-32.3% | $4,395-26.1% | $6,400-49.2% |
| Admin fee / account holder | $23 | $5,983-99.6% | $5,329-99.6% | $11,426-99.8% |