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 | $291,604 | $163,687+78.1% | $108,745+168.2% | $273,961+6.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | -10.04% | 31.16%-41.2pp | 46.22%-56.3pp | 41.45%-51.5pp |
| Employer contribution / active EE | $4,800 | $4,711+1.9% | $3,323+44.4% | $4,869-1.4% |
| Participant deferral / active EE | $4,800 | $7,155-32.9% | $5,121-6.3% | $5,287-9.2% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,132-100.0% |