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 | $475,267 | $117,381+304.9% | $99,443+377.9% | $152,861+210.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | -1.78% | 31.87%-33.6pp | 30.72%-32.5pp | 345.32%-347.1pp |
| Employer contribution / active EE | $12,000 | $3,013+298.3% | $2,540+372.5% | $4,762+152.0% |
| Participant deferral / active EE | $24,000 | $4,086+487.4% | $3,619+563.2% | $5,850+310.2% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |