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 | $441,962 | $190,805+131.6% | $159,960+176.3% | $134,475+228.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -35.31% | 552.23%-587.5pp | 408.60%-443.9pp | 417.96%-453.3pp |
| Employer contribution / active EE | $2,602 | $4,995-47.9% | $4,226-38.4% | $4,740-45.1% |
| Participant deferral / active EE | $14,150 | $6,923+104.4% | $6,182+128.9% | $6,400+121.1% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |