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 | $250,348 | $167,307+49.6% | $143,757+74.1% | $134,475+86.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -47.04% | 0.46%-47.5pp | -0.04%-47.0pp | 417.96%-465.0pp |
| Employer contribution / active EE | $5,521 | $5,619-1.7% | $4,951+11.5% | $4,740+16.5% |
| Participant deferral / active EE | $17,333 | $6,446+168.9% | $5,637+207.5% | $6,400+170.8% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |