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 | $479,593 | $108,172+343.4% | $77,482+519.0% | $158,922+201.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -20.80% | 31.67%-52.5pp | 54.79%-75.6pp | 302.83%-323.6pp |
| Employer contribution / active EE | $6,916 | $1,325+422.0% | $986+601.1% | $4,761+45.2% |
| Participant deferral / active EE | $20,000 | $2,456+714.3% | $1,861+974.6% | $5,982+234.3% |
| Admin fee / account holder | $261 | $3,708-93.0% | $2,858-90.9% | $11,246-97.7% |