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 | $1,249,486 | $140,940+786.5% | $112,229+1013.3% | $139,434+796.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -9.55% | 32.71%-42.3pp | 30.20%-39.8pp | 372.94%-382.5pp |
| Employer contribution / active EE | $2,333 | $4,283-45.5% | $3,430-32.0% | $4,751-50.9% |
| Participant deferral / active EE | $20,000 | $5,874+240.5% | $4,798+316.9% | $6,710+198.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |