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 | $530,556 | $167,484+216.8% | $151,611+249.9% | $134,475+294.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -35.24% | 7.80%-43.0pp | 3.33%-38.6pp | 417.96%-453.2pp |
| Employer contribution / active EE | $26,063 | $6,829+281.6% | $6,166+322.7% | $4,740+449.9% |
| Participant deferral / active EE | $12,500 | $8,986+39.1% | $8,363+49.5% | $6,400+95.3% |
| Admin fee / account holder | $66 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |