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 | $383,688 | $113,935+236.8% | $94,224+307.2% | $125,391+206.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -13.24% | 5.29%-18.5pp | 10.68%-23.9pp | 282.22%-295.5pp |
| Employer contribution / active EE | $13,715 | $4,727+190.1% | $3,587+282.4% | $4,866+181.9% |
| Participant deferral / active EE | $14,987 | $5,179+189.4% | $4,320+246.9% | $5,352+180.1% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |