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 | $380,365 | $131,829+188.5% | $108,579+250.3% | $273,961+38.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.31% | -91.57%+91.3pp | -51.70%+51.4pp | 41.45%-41.8pp |
| Employer contribution / active EE | $8,899 | $4,912+81.2% | $3,758+136.8% | $4,869+82.8% |
| Participant deferral / active EE | $11,086 | $5,127+116.2% | $4,311+157.2% | $5,287+109.7% |
| Admin fee / account holder | $7 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |