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 | $991,791 | $167,484+492.2% | $151,611+554.2% | $134,475+637.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.71% | 7.80%-29.5pp | 3.33%-25.0pp | 417.96%-439.7pp |
| Employer contribution / active EE | $20,075 | $6,829+194.0% | $6,166+225.6% | $4,740+323.6% |
| Participant deferral / active EE | $12,487 | $8,986+39.0% | $8,363+49.3% | $6,400+95.1% |
| Admin fee / account holder | $2 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |