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 | $405,363 | $85,790+372.5% | $67,313+502.2% | $135,375+199.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -14.03% | -0.54%-13.5pp | -4.08%-9.9pp | 519.73%-533.8pp |
| Employer contribution / active EE | $8,280 | $3,487+137.4% | $2,566+222.7% | $4,779+73.3% |
| Participant deferral / active EE | $12,000 | $4,651+158.0% | $3,568+236.3% | $5,609+114.0% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |