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 | $310,495 | $167,307+85.6% | $143,757+116.0% | $134,475+130.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.33% | 0.46%-24.8pp | -0.04%-24.3pp | 417.96%-442.3pp |
| Employer contribution / active EE | $5,439 | $5,619-3.2% | $4,951+9.9% | $4,740+14.8% |
| Participant deferral / active EE | $11,201 | $6,446+73.8% | $5,637+98.7% | $6,400+75.0% |
| Admin fee / account holder | $279 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |