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 | $337,689 | $140,588+140.2% | $123,104+174.3% | $125,391+169.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.25% | 16.80%-21.1pp | 13.22%-17.5pp | 282.22%-286.5pp |
| Employer contribution / active EE | $17,682 | $6,041+192.7% | $5,151+243.3% | $4,866+263.4% |
| Participant deferral / active EE | $15,723 | $6,980+125.2% | $6,230+152.4% | $5,352+193.8% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |