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 | $725,921 | $99,640+628.5% | $86,436+739.8% | $134,475+439.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -38.64% | 6782.58%-6821.2pp | 4394.89%-4433.5pp | 417.96%-456.6pp |
| Employer contribution / active EE | $22,215 | $4,400+404.8% | $3,769+489.5% | $4,740+368.7% |
| Participant deferral / active EE | $17,326 | $7,246+139.1% | $6,952+149.2% | $6,400+170.7% |
| Admin fee / account holder | $1 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |