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 | $407,192 | $167,484+143.1% | $151,611+168.6% | $134,475+202.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.50% | 7.80%-32.3pp | 3.33%-27.8pp | 417.96%-442.5pp |
| Employer contribution / active EE | $18,099 | $6,829+165.0% | $6,166+193.5% | $4,740+281.9% |
| Participant deferral / active EE | $20,927 | $8,986+132.9% | $8,363+150.2% | $6,400+227.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |