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 9-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 | $355,323 | $214,378+65.7% | $200,582+77.1% | $142,382+149.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -14.41% | 46.41%-60.8pp | 42.33%-56.7pp | 217.08%-231.5pp |
| Employer contribution / active EE | $29,563 | $6,841+332.1% | $6,419+360.6% | $4,299+587.6% |
| Participant deferral / active EE | $21,260 | $9,865+115.5% | $9,331+127.8% | $6,507+226.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |