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 7-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 | $557,612 | $158,398+252.0% | $126,539+340.7% | $142,382+291.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | -4.85% | 593.76%-598.6pp | 425.95%-430.8pp | 217.08%-221.9pp |
| Employer contribution / active EE | $4,276 | $4,650-8.0% | $3,674+16.4% | $4,299-0.5% |
| Participant deferral / active EE | $4,655 | $4,767-2.3% | $4,083+14.0% | $6,507-28.5% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |