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 | $416,657 | $133,958+211.0% | $112,228+271.3% | $134,475+209.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.24% | 47.11%-71.4pp | 27.45%-51.7pp | 417.96%-442.2pp |
| Employer contribution / active EE | $16,103 | $4,038+298.8% | $3,635+343.1% | $4,740+239.8% |
| Participant deferral / active EE | $14,460 | $5,291+173.3% | $4,728+205.8% | $6,400+125.9% |
| Admin fee / account holder | $138 | $7,489-98.2% | $6,410-97.8% | $11,426-98.8% |