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 | $551,655 | $140,588+292.4% | $123,104+348.1% | $125,391+339.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.88% | 16.80%-20.7pp | 13.22%-17.1pp | 282.22%-286.1pp |
| Employer contribution / active EE | $20,344 | $6,041+236.7% | $5,151+294.9% | $4,866+318.1% |
| Participant deferral / active EE | $13,505 | $6,980+93.5% | $6,230+116.8% | $5,352+152.3% |
| Admin fee / account holder | $100 | $11,198-99.1% | $9,015-98.9% | $9,540-99.0% |