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 | $301,738 | $755,339-60.1% | $379,746-20.5% | $158,922+89.9% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | -28.77% | 53.41%-82.2pp | 34.90%-63.7pp | 302.83%-331.6pp |
| Employer contribution / active EE | $9,964 | $4,685+112.7% | $3,540+181.5% | $4,761+109.3% |
| Participant deferral / active EE | $9,964 | $7,938+25.5% | $6,024+65.4% | $5,982+66.6% |
| Admin fee / account holder | $2 | $14,482-100.0% | $7,927-100.0% | $11,246-100.0% |