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 | $255,648 | $140,940+81.4% | $112,229+127.8% | $139,434+83.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -7.76% | 32.71%-40.5pp | 30.20%-38.0pp | 372.94%-380.7pp |
| Employer contribution / active EE | $8,100 | $4,283+89.1% | $3,430+136.1% | $4,751+70.5% |
| Participant deferral / active EE | $7,831 | $5,874+33.3% | $4,798+63.2% | $6,710+16.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |