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 | $259,444 | $95,862+170.6% | $79,550+226.1% | $134,475+92.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -27.52% | -2.69%-24.8pp | 0.16%-27.7pp | 417.96%-445.5pp |
| Employer contribution / active EE | $6,851 | $3,128+119.0% | $2,413+183.9% | $4,740+44.5% |
| Participant deferral / active EE | $7,082 | $4,693+50.9% | $3,985+77.7% | $6,400+10.7% |
| Admin fee / account holder | $281 | $9,126-96.9% | $6,832-95.9% | $11,426-97.5% |