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 | $562,012 | $167,307+235.9% | $143,757+290.9% | $134,475+317.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.62% | 0.46%-25.1pp | -0.04%-24.6pp | 417.96%-442.6pp |
| Employer contribution / active EE | $8,647 | $5,619+53.9% | $4,951+74.7% | $4,740+82.4% |
| Participant deferral / active EE | $9,109 | $6,446+41.3% | $5,637+61.6% | $6,400+42.3% |
| Admin fee / account holder | $255 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |