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 | $359,573 | $82,286+337.0% | $68,791+422.7% | $134,475+167.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -27.50% | -2.19%-25.3pp | -6.38%-21.1pp | 417.96%-445.5pp |
| Employer contribution / active EE | $1,876 | $3,301-43.2% | $2,655-29.3% | $4,740-60.4% |
| Participant deferral / active EE | $9,153 | $4,739+93.2% | $3,941+132.2% | $6,400+43.0% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |