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 | $257,764 | $227,553+13.3% | $189,557+36.0% | $167,490+53.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -17.20% | 78.40%-95.6pp | 64.17%-81.4pp | 478.56%-495.8pp |
| Employer contribution / active EE | $25,500 | $5,316+379.7% | $4,412+477.9% | $4,837+427.1% |
| Participant deferral / active EE | $22,750 | $7,002+224.9% | $6,174+268.5% | $6,341+258.8% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |