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 | $449,704 | $138,044+225.8% | $125,339+258.8% | $134,475+234.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.89% | 750.33%-773.2pp | 572.05%-594.9pp | 417.96%-440.9pp |
| Employer contribution / active EE | $16,061 | $5,243+206.3% | $4,814+233.7% | $4,740+238.9% |
| Participant deferral / active EE | $10,815 | $7,799+38.7% | $7,446+45.2% | $6,400+69.0% |
| Admin fee / account holder | $286 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |