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 | $411,519 | $142,344+189.1% | $119,609+244.1% | $134,475+206.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.52% | -12.44%-8.1pp | -14.97%-5.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,797 | $5,222-27.3% | $4,232-10.3% | $4,740-19.9% |
| Participant deferral / active EE | $11,097 | $6,469+71.5% | $5,602+98.1% | $6,400+73.4% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |