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 | $859,851 | $138,044+522.9% | $125,339+586.0% | $134,475+539.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.48% | 750.33%-780.8pp | 572.05%-602.5pp | 417.96%-448.4pp |
| Employer contribution / active EE | $21,125 | $5,243+302.9% | $4,814+338.9% | $4,740+345.7% |
| Participant deferral / active EE | $28,167 | $7,799+261.2% | $7,446+278.3% | $6,400+340.1% |
| Admin fee / account holder | $120 | $11,571-99.0% | $10,010-98.8% | $11,426-98.9% |