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 | $266,815 | $138,044+93.3% | $125,339+112.9% | $134,475+98.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -23.19% | 750.33%-773.5pp | 572.05%-595.2pp | 417.96%-441.2pp |
| Employer contribution / active EE | $1,940 | $5,243-63.0% | $4,814-59.7% | $4,740-59.1% |
| Participant deferral / active EE | $4,983 | $7,799-36.1% | $7,446-33.1% | $6,400-22.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |