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 4-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 | $389,434 | $148,534+162.2% | $135,903+186.6% | $139,434+179.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | -0.80% | 79.19%-80.0pp | 68.23%-69.0pp | 372.94%-373.7pp |
| Employer contribution / active EE | $22,285 | $5,243+325.0% | $4,856+358.9% | $4,751+369.1% |
| Participant deferral / active EE | $14,400 | $8,100+77.8% | $7,758+85.6% | $6,710+114.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |