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 | $276,445 | $94,529+192.4% | $140,016+97.4% | $64,186+330.7% |
| Participation rate | 87.1% | 84.1%+3.0pp | 87.5%-0.4pp | 69.6%+17.5pp |
| Annual return | -7.46% | 7.77%-15.2pp | 651.12%-658.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,957 | $3,812+3.8% | $5,606-29.4% | $2,381+66.2% |
| Participant deferral / active EE | $12,730 | $5,250+142.5% | $6,927+83.8% | $3,470+266.9% |
| Admin fee / account holder | $89 | $6,741-98.7% | $10,705-99.2% | $4,888-98.2% |