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 | $269,959 | $96,956+178.4% | $70,014+285.6% | $273,961-1.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | -0.54% | 12.93%-13.5pp | 12.99%-13.5pp | 41.45%-42.0pp |
| Employer contribution / active EE | $4,794 | $3,316+44.6% | $2,338+105.0% | $4,869-1.5% |
| Participant deferral / active EE | $4,327 | $3,744+15.6% | $2,931+47.6% | $5,287-18.2% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |