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 5-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 | $360,981 | $90,348+299.5% | $75,972+375.1% | $145,922+147.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 3.56% | 620.88%-617.3pp | 359.55%-356.0pp | 561.29%-557.7pp |
| Employer contribution / active EE | $19,688 | $3,311+494.6% | $2,685+633.3% | $4,660+322.5% |
| Participant deferral / active EE | $12,410 | $5,162+140.4% | $4,255+191.6% | $6,688+85.6% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |