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 | $333,426 | $100,754+230.9% | $86,677+284.7% | $134,475+147.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.33% | 29.04%-50.4pp | 35.91%-57.2pp | 417.96%-439.3pp |
| Employer contribution / active EE | $4,685 | $3,489+34.3% | $2,836+65.2% | $4,740-1.2% |
| Participant deferral / active EE | $16,591 | $5,338+210.8% | $4,656+256.4% | $6,400+159.2% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |