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 | $553,668 | $167,307+230.9% | $143,757+285.1% | $134,475+311.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.54% | 0.46%-21.0pp | -0.04%-20.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $15,022 | $5,619+167.3% | $4,951+203.4% | $4,740+216.9% |
| Participant deferral / active EE | $7,846 | $6,446+21.7% | $5,637+39.2% | $6,400+22.6% |
| Admin fee / account holder | $275 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |