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 | $458,367 | $167,307+174.0% | $143,757+218.8% | $134,475+240.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.36% | 0.46%-24.8pp | -0.04%-24.3pp | 417.96%-442.3pp |
| Employer contribution / active EE | $1,601 | $5,619-71.5% | $4,951-67.7% | $4,740-66.2% |
| Participant deferral / active EE | $10,802 | $6,446+67.6% | $5,637+91.6% | $6,400+68.8% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |