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 4-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 | $590,662 | $106,890+452.6% | $84,015+603.0% | $152,861+286.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 4.24% | 104.99%-100.7pp | 71.31%-67.1pp | 345.32%-341.1pp |
| Employer contribution / active EE | $10,267 | $2,734+275.5% | $1,983+417.6% | $4,762+115.6% |
| Participant deferral / active EE | $21,000 | $4,011+423.5% | $3,239+548.4% | $5,850+259.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |