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 | $368,426 | $167,307+120.2% | $143,757+156.3% | $134,475+174.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -67.83% | 0.46%-68.3pp | -0.04%-67.8pp | 417.96%-485.8pp |
| Employer contribution / active EE | $2,667 | $5,619-52.5% | $4,951-46.1% | $4,740-43.7% |
| Participant deferral / active EE | $4,608 | $6,446-28.5% | $5,637-18.2% | $6,400-28.0% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |