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 | $1,734,132 | $111,724+1452.2% | $93,606+1752.6% | $145,922+1088.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -32.16% | 202.98%-235.1pp | 133.20%-165.4pp | 561.29%-593.5pp |
| Employer contribution / active EE | $28,875 | $3,090+834.6% | $2,420+1093.3% | $4,660+519.7% |
| Participant deferral / active EE | $30,000 | $4,912+510.8% | $4,411+580.1% | $6,688+348.6% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |