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 7-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 | $292,717 | $153,311+90.9% | $109,313+167.8% | $273,961+6.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -3.76% | 29.86%-33.6pp | 22.07%-25.8pp | 41.45%-45.2pp |
| Employer contribution / active EE | $14,500 | $5,619+158.0% | $3,892+272.6% | $4,869+197.8% |
| Participant deferral / active EE | $15,000 | $3,932+281.5% | $3,166+373.7% | $5,287+183.7% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |