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 | $269,871 | $160,055+68.6% | $140,016+92.7% | $135,375+99.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.59% | 911.38%-925.0pp | 651.12%-664.7pp | 519.73%-533.3pp |
| Employer contribution / active EE | $36,250 | $6,420+464.6% | $5,606+546.7% | $4,779+658.6% |
| Participant deferral / active EE | $18,500 | $7,642+142.1% | $6,927+167.1% | $5,609+229.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |