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 | $275,516 | $92,703+197.2% | $82,719+233.1% | $134,475+104.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.82% | 944.92%-967.7pp | 701.18%-724.0pp | 417.96%-440.8pp |
| Employer contribution / active EE | $4,887 | $3,274+49.3% | $3,009+62.4% | $4,740+3.1% |
| Participant deferral / active EE | $5,470 | $4,802+13.9% | $4,395+24.5% | $6,400-14.5% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |