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 7-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 | $424,385 | $107,791+293.7% | $90,645+368.2% | $135,375+213.5% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -11.32% | -0.90%-10.4pp | 1.88%-13.2pp | 519.73%-531.1pp |
| Employer contribution / active EE | $1,794 | $3,018-40.5% | $2,532-29.1% | $4,779-62.5% |
| Participant deferral / active EE | $2,336 | $3,872-39.7% | $3,425-31.8% | $5,609-58.4% |
| Admin fee / account holder | $270 | $5,930-95.4% | $4,994-94.6% | $10,827-97.5% |