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 | $296,959 | $102,966+188.4% | $90,281+228.9% | $152,861+94.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -0.78% | 95.16%-95.9pp | 78.10%-78.9pp | 345.32%-346.1pp |
| Employer contribution / active EE | $10,544 | $3,139+235.9% | $2,854+269.4% | $4,762+121.4% |
| Participant deferral / active EE | $14,568 | $4,281+240.2% | $3,885+274.9% | $5,850+149.0% |
| Admin fee / account holder | $242 | $6,171-96.1% | $5,351-95.5% | $11,596-97.9% |