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 | $348,470 | $190,805+82.6% | $159,960+117.8% | $134,475+159.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.98% | 552.23%-579.2pp | 408.60%-435.6pp | 417.96%-444.9pp |
| Employer contribution / active EE | $4,943 | $4,995-1.1% | $4,226+17.0% | $4,740+4.3% |
| Participant deferral / active EE | $9,000 | $6,923+30.0% | $6,182+45.6% | $6,400+40.6% |
| Admin fee / account holder | $93 | $10,471-99.1% | $8,698-98.9% | $11,426-99.2% |