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 | $305,909 | $95,561+220.1% | $77,163+296.4% | $139,434+119.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -3.84% | 54.92%-58.8pp | 37.87%-41.7pp | 372.94%-376.8pp |
| Employer contribution / active EE | $12,500 | $3,147+297.2% | $2,535+393.1% | $4,751+163.1% |
| Participant deferral / active EE | $0 | $4,624-100.0% | $3,833-100.0% | $6,710-100.0% |
| Admin fee / account holder | $39 | $8,295-99.5% | $5,472-99.3% | $11,403-99.7% |