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 | $554,583 | $92,703+498.2% | $82,719+570.4% | $134,475+312.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.78% | 944.92%-966.7pp | 701.18%-723.0pp | 417.96%-439.7pp |
| Employer contribution / active EE | $14,151 | $3,274+332.2% | $3,009+370.3% | $4,740+198.6% |
| Participant deferral / active EE | $18,830 | $4,802+292.1% | $4,395+328.5% | $6,400+194.2% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |