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 | $391,489 | $138,044+183.6% | $125,339+212.3% | $134,475+191.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -22.01% | 750.33%-772.3pp | 572.05%-594.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $12,509 | $5,243+138.6% | $4,814+159.9% | $4,740+163.9% |
| Participant deferral / active EE | $13,631 | $7,799+74.8% | $7,446+83.1% | $6,400+113.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |