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 | $435,158 | $76,738+467.1% | $56,411+671.4% | $145,922+198.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 2.08% | 2994.23%-2992.1pp | 1701.33%-1699.3pp | 561.29%-559.2pp |
| Employer contribution / active EE | $2,162 | $1,380+56.7% | $1,039+108.2% | $4,660-53.6% |
| Participant deferral / active EE | $26,236 | $2,623+900.4% | $1,952+1244.2% | $6,688+292.3% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |