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 | $395,645 | $102,966+284.2% | $90,281+338.2% | $152,861+158.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -2.05% | 95.16%-97.2pp | 78.10%-80.1pp | 345.32%-347.4pp |
| Employer contribution / active EE | $14,508 | $3,139+362.2% | $2,854+408.3% | $4,762+204.6% |
| Participant deferral / active EE | $16,708 | $4,281+290.2% | $3,885+330.0% | $5,850+185.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |