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 | $327,424 | $138,044+137.2% | $125,339+161.2% | $134,475+143.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -25.44% | 750.33%-775.8pp | 572.05%-597.5pp | 417.96%-443.4pp |
| Employer contribution / active EE | $3,743 | $5,243-28.6% | $4,814-22.2% | $4,740-21.0% |
| Participant deferral / active EE | $8,424 | $7,799+8.0% | $7,446+13.1% | $6,400+31.6% |
| Admin fee / account holder | $2 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |