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 | $264,600 | $97,044+172.7% | $83,333+217.5% | $135,375+95.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.63% | 12.31%-21.9pp | 10.63%-20.3pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,557 | $4,143-62.4% | $3,379-53.9% | $4,779-67.4% |
| Participant deferral / active EE | $8,600 | $5,964+44.2% | $5,565+54.5% | $5,609+53.3% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |