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 | $323,707 | $177,572+82.3% | $154,803+109.1% | $142,382+127.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | -19.97% | 65.07%-85.0pp | 58.88%-78.9pp | 217.08%-237.1pp |
| Employer contribution / active EE | $11,536 | $4,810+139.8% | $4,305+167.9% | $4,299+168.3% |
| Participant deferral / active EE | $10,950 | $6,272+74.6% | $5,540+97.6% | $6,507+68.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |