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 | $358,732 | $211,958+69.2% | $169,463+111.7% | $135,375+165.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.32% | 3.26%-17.6pp | 1.83%-16.2pp | 519.73%-534.1pp |
| Employer contribution / active EE | $1,117 | $5,120-78.2% | $4,159-73.1% | $4,779-76.6% |
| Participant deferral / active EE | $9,900 | $6,075+63.0% | $5,277+87.6% | $5,609+76.5% |
| Admin fee / account holder | $38 | $11,471-99.7% | $9,109-99.6% | $10,827-99.7% |