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 | $273,646 | $165,584+65.3% | $142,942+91.4% | $137,256+99.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | -35.63% | 164.22%-199.8pp | 113.70%-149.3pp | 220.34%-256.0pp |
| Employer contribution / active EE | $2,761 | $4,725-41.6% | $4,139-33.3% | $4,156-33.6% |
| Participant deferral / active EE | $6,180 | $8,194-24.6% | $7,128-13.3% | $6,407-3.5% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |