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 | $307,974 | $90,503+240.3% | $78,689+291.4% | $273,961+12.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -5.39% | 75.60%-81.0pp | 62.18%-67.6pp | 41.45%-46.8pp |
| Employer contribution / active EE | $8,074 | $3,176+154.2% | $2,851+183.2% | $4,869+65.8% |
| Participant deferral / active EE | $7,969 | $3,901+104.3% | $3,517+126.6% | $5,287+50.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |