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 10-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 | $264,772 | $150,440+76.0% | $136,294+94.3% | $147,584+79.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -1.11% | 1049.08%-1050.2pp | 5155.94%-5157.0pp | 578.55%-579.7pp |
| Employer contribution / active EE | $2,600 | $5,256-50.5% | $4,695-44.6% | $4,876-46.7% |
| Participant deferral / active EE | $17,438 | $6,630+163.0% | $6,247+179.1% | $5,439+220.6% |
| Admin fee / account holder | $25 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |