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 8-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 | $281,295 | $153,311+83.5% | $109,313+157.3% | $273,961+2.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -5.46% | 29.86%-35.3pp | 22.07%-27.5pp | 41.45%-46.9pp |
| Employer contribution / active EE | $11,000 | $5,619+95.8% | $3,892+182.6% | $4,869+125.9% |
| Participant deferral / active EE | $24,000 | $3,932+510.4% | $3,166+657.9% | $5,287+353.9% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |