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 9-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 | $257,049 | $118,450+117.0% | $98,439+161.1% | $139,434+84.4% |
| Participation rate | 87.5% | 77.4%+10.1pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | -6.28% | 18.94%-25.2pp | 21.16%-27.4pp | 372.94%-379.2pp |
| Employer contribution / active EE | $7,817 | $3,609+116.6% | $3,048+156.5% | $4,751+64.5% |
| Participant deferral / active EE | $2,877 | $5,392-46.6% | $4,738-39.3% | $6,710-57.1% |
| Admin fee / account holder | $68 | $14,026-99.5% | $8,948-99.2% | $11,403-99.4% |