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 | $295,254 | $167,307+76.5% | $143,757+105.4% | $134,475+119.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.14% | 0.46%-21.6pp | -0.04%-21.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,329 | $5,619-58.6% | $4,951-53.0% | $4,740-50.9% |
| Participant deferral / active EE | $13,740 | $6,446+113.2% | $5,637+143.7% | $6,400+114.7% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |