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 | $657,598 | $202,432+224.8% | $169,368+288.3% | $139,434+371.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -8.62% | 531.74%-540.4pp | 405.60%-414.2pp | 372.94%-381.6pp |
| Employer contribution / active EE | $8,418 | $4,692+79.4% | $4,013+109.8% | $4,751+77.2% |
| Participant deferral / active EE | $7,401 | $6,938+6.7% | $6,221+19.0% | $6,710+10.3% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |