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 | $406,123 | $180,749+124.7% | $160,784+152.6% | $137,256+195.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | -6.64% | 2234.46%-2241.1pp | 1803.92%-1810.6pp | 220.34%-227.0pp |
| Employer contribution / active EE | $13,750 | $4,155+230.9% | $3,733+268.4% | $4,156+230.8% |
| Participant deferral / active EE | $23,500 | $6,844+243.4% | $6,293+273.4% | $6,407+266.8% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |