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 8-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 | $489,665 | $157,256+211.4% | $141,162+246.9% | $152,861+220.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -0.07% | 64.32%-64.4pp | 71.39%-71.5pp | 345.32%-345.4pp |
| Employer contribution / active EE | $2,028 | $5,261-61.5% | $4,735-57.2% | $4,762-57.4% |
| Participant deferral / active EE | $5,069 | $7,109-28.7% | $6,709-24.4% | $5,850-13.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |