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 | $324,645 | $133,958+142.3% | $112,228+189.3% | $134,475+141.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.40% | 47.11%-68.5pp | 27.45%-48.9pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,725 | $4,038-32.5% | $3,635-25.0% | $4,740-42.5% |
| Participant deferral / active EE | $20,172 | $5,291+281.3% | $4,728+326.6% | $6,400+215.2% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |