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 | $771,884 | $84,402+814.5% | $61,373+1157.7% | $134,475+474.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -23.10% | 584.55%-607.6pp | 338.61%-361.7pp | 417.96%-441.1pp |
| Employer contribution / active EE | $23,750 | $1,544+1437.8% | $1,159+1948.5% | $4,740+401.1% |
| Participant deferral / active EE | $23,750 | $2,819+742.5% | $2,125+1017.7% | $6,400+271.1% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |