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 7-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 | $417,720 | $138,044+202.6% | $125,339+233.3% | $134,475+210.6% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -21.25% | 750.33%-771.6pp | 572.05%-593.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $3,734 | $5,243-28.8% | $4,814-22.4% | $4,740-21.2% |
| Participant deferral / active EE | $10,497 | $7,799+34.6% | $7,446+41.0% | $6,400+64.0% |
| Admin fee / account holder | $250 | $11,571-97.8% | $10,010-97.5% | $11,426-97.8% |