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 | $315,540 | $180,449+74.9% | $154,107+104.8% | $135,375+133.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.99% | 888.09%-897.1pp | 735.12%-744.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $10,685 | $6,035+77.1% | $5,298+101.7% | $4,779+123.6% |
| Participant deferral / active EE | $13,415 | $5,806+131.1% | $5,081+164.0% | $5,609+139.2% |
| Admin fee / account holder | $12 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |