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 | $486,114 | $67,331+622.0% | $60,874+698.6% | $134,475+261.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -22.65% | 49.93%-72.6pp | 16.90%-39.6pp | 417.96%-440.6pp |
| Employer contribution / active EE | $5,924 | $3,096+91.3% | $2,701+119.3% | $4,740+25.0% |
| Participant deferral / active EE | $17,740 | $4,538+290.9% | $3,817+364.8% | $6,400+177.2% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |