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 9-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 | $257,922 | $180,449+42.9% | $154,107+67.4% | $135,375+90.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -19.84% | 888.09%-907.9pp | 735.12%-755.0pp | 519.73%-539.6pp |
| Employer contribution / active EE | $17,250 | $6,035+185.8% | $5,298+225.6% | $4,779+261.0% |
| Participant deferral / active EE | $24,000 | $5,806+313.4% | $5,081+372.4% | $5,609+327.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |