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 | $426,696 | $167,307+155.0% | $143,757+196.8% | $134,475+217.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.34% | 0.46%-23.8pp | -0.04%-23.3pp | 417.96%-441.3pp |
| Employer contribution / active EE | $12,603 | $5,619+124.3% | $4,951+154.6% | $4,740+165.9% |
| Participant deferral / active EE | $13,250 | $6,446+105.6% | $5,637+135.1% | $6,400+107.0% |
| Admin fee / account holder | $79 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |