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 | $1,318,918 | $106,890+1133.9% | $84,015+1469.9% | $152,861+762.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | -1.91% | 104.99%-106.9pp | 71.31%-73.2pp | 345.32%-347.2pp |
| Employer contribution / active EE | $32,175 | $2,734+1076.7% | $1,983+1522.2% | $4,762+575.6% |
| Participant deferral / active EE | $25,000 | $4,011+523.2% | $3,239+671.9% | $5,850+327.3% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |