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 | $254,753 | $162,781+56.5% | $133,956+90.2% | $158,922+60.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.05% | 41.94%-43.0pp | 45.09%-46.1pp | 302.83%-303.9pp |
| Employer contribution / active EE | $3,017 | $4,975-39.4% | $3,919-23.0% | $4,761-36.6% |
| Participant deferral / active EE | $3,633 | $5,911-38.5% | $5,048-28.0% | $5,982-39.3% |
| Admin fee / account holder | $138 | $11,736-98.8% | $8,927-98.5% | $11,246-98.8% |