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 | $289,821 | $88,594+227.1% | $70,092+313.5% | $134,475+115.5% |
| Participation rate | 85.7% | 74.9%+10.8pp | 70.5%+15.2pp | 81.2%+4.5pp |
| Annual return | -25.25% | 442.67%-467.9pp | 190.73%-216.0pp | 417.96%-443.2pp |
| Employer contribution / active EE | $2,809 | $3,233-13.1% | $2,559+9.8% | $4,740-40.7% |
| Participant deferral / active EE | $6,111 | $4,772+28.1% | $3,849+58.8% | $6,400-4.5% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |