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 | $757,711 | $105,860+615.8% | $90,749+734.9% | $134,475+463.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -22.37% | -11.01%-11.4pp | -12.16%-10.2pp | 417.96%-440.3pp |
| Employer contribution / active EE | $18,317 | $3,462+429.1% | $2,921+527.1% | $4,740+286.5% |
| Participant deferral / active EE | $18,000 | $5,216+245.1% | $4,564+294.4% | $6,400+181.3% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |