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 | $315,235 | $96,484+226.7% | $75,886+315.4% | $152,861+106.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | -1.09% | 33.98%-35.1pp | 30.76%-31.8pp | 345.32%-346.4pp |
| Employer contribution / active EE | $13,333 | $3,309+302.9% | $2,500+433.2% | $4,762+180.0% |
| Participant deferral / active EE | $10,969 | $4,553+140.9% | $3,603+204.4% | $5,850+87.5% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |