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 | $343,153 | $158,817+116.1% | $121,196+183.1% | $135,375+153.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -15.83% | -0.64%-15.2pp | 16.93%-32.8pp | 519.73%-535.6pp |
| Employer contribution / active EE | $11,000 | $5,665+94.2% | $4,022+173.5% | $4,779+130.2% |
| Participant deferral / active EE | $24,458 | $4,005+510.7% | $3,344+631.3% | $5,609+336.1% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |