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 | $384,193 | $210,698+82.3% | $178,014+115.8% | $145,959+163.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -1.46% | 386.27%-387.7pp | 294.80%-296.3pp | 561.95%-563.4pp |
| Employer contribution / active EE | $3,000 | $4,567-34.3% | $3,950-24.1% | $4,661-35.6% |
| Participant deferral / active EE | $3,000 | $6,958-56.9% | $6,276-52.2% | $6,689-55.1% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |