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 | $402,343 | $140,940+185.5% | $112,229+258.5% | $139,434+188.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -12.49% | 32.71%-45.2pp | 30.20%-42.7pp | 372.94%-385.4pp |
| Employer contribution / active EE | $1,473 | $4,283-65.6% | $3,430-57.1% | $4,751-69.0% |
| Participant deferral / active EE | $8,904 | $5,874+51.6% | $4,798+85.6% | $6,710+32.7% |
| Admin fee / account holder | $213 | $9,954-97.9% | $7,748-97.3% | $11,403-98.1% |