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 | $845,455 | $67,331+1155.7% | $60,874+1288.9% | $134,475+528.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -22.10% | 49.93%-72.0pp | 16.90%-39.0pp | 417.96%-440.1pp |
| Employer contribution / active EE | $6,175 | $3,096+99.4% | $2,701+128.6% | $4,740+30.3% |
| Participant deferral / active EE | $27,000 | $4,538+494.9% | $3,817+607.4% | $6,400+321.9% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |