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 | $252,692 | $167,484+50.9% | $151,611+66.7% | $134,475+87.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -38.30% | 7.80%-46.1pp | 3.33%-41.6pp | 417.96%-456.3pp |
| Employer contribution / active EE | $5,947 | $6,829-12.9% | $6,166-3.6% | $4,740+25.5% |
| Participant deferral / active EE | $18,135 | $8,986+101.8% | $8,363+116.8% | $6,400+183.4% |
| Admin fee / account holder | $17 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |