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 | $387,751 | $105,860+266.3% | $90,749+327.3% | $134,475+188.3% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -27.34% | -11.01%-16.3pp | -12.16%-15.2pp | 417.96%-445.3pp |
| Employer contribution / active EE | $2,398 | $3,462-30.7% | $2,921-17.9% | $4,740-49.4% |
| Participant deferral / active EE | $13,424 | $5,216+157.4% | $4,564+194.1% | $6,400+109.8% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |