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 | $765,346 | $108,172+607.5% | $77,482+887.8% | $158,922+381.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -22.37% | 31.67%-54.0pp | 54.79%-77.2pp | 302.83%-325.2pp |
| Employer contribution / active EE | $5,280 | $1,325+298.5% | $986+435.3% | $4,761+10.9% |
| Participant deferral / active EE | $5,280 | $2,456+115.0% | $1,861+183.7% | $5,982-11.7% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |