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 | $635,392 | $138,044+360.3% | $125,339+406.9% | $134,475+372.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.54% | 750.33%-772.9pp | 572.05%-594.6pp | 417.96%-440.5pp |
| Employer contribution / active EE | $15,788 | $5,243+201.1% | $4,814+228.0% | $4,740+233.1% |
| Participant deferral / active EE | $15,250 | $7,799+95.5% | $7,446+104.8% | $6,400+138.3% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |