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 | $410,064 | $95,862+327.8% | $79,550+415.5% | $134,475+204.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.16% | -2.69%-20.5pp | 0.16%-23.3pp | 417.96%-441.1pp |
| Employer contribution / active EE | $12,500 | $3,128+299.6% | $2,413+418.0% | $4,740+163.7% |
| Participant deferral / active EE | $14,100 | $4,693+200.5% | $3,985+253.8% | $6,400+120.3% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |