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 | $294,964 | $138,065+113.6% | $123,544+138.8% | $135,375+117.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.66% | 153.68%-163.3pp | 119.20%-128.9pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,573 | $5,151-50.1% | $4,628-44.4% | $4,779-46.2% |
| Participant deferral / active EE | $15,713 | $6,799+131.1% | $6,426+144.5% | $5,609+180.2% |
| Admin fee / account holder | $43 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |