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 3-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 | $296,096 | $99,918+196.3% | $81,382+263.8% | $145,922+102.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 34.32%-34.3pp | 24.73%-24.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,286 | $2,978-56.8% | $2,463-47.8% | $4,660-72.4% |
| Participant deferral / active EE | $1,286 | $4,605-72.1% | $3,883-66.9% | $6,688-80.8% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |