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 5-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 | $337,821 | $167,484+101.7% | $151,611+122.8% | $134,475+151.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -38.50% | 7.80%-46.3pp | 3.33%-41.8pp | 417.96%-456.5pp |
| Employer contribution / active EE | $22,356 | $6,829+227.4% | $6,166+262.6% | $4,740+371.7% |
| Participant deferral / active EE | $16,567 | $8,986+84.4% | $8,363+98.1% | $6,400+158.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |