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 | $443,773 | $111,754+297.1% | $103,333+329.5% | $145,922+204.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | -18.17% | 24.77%-42.9pp | 24.88%-43.1pp | 561.29%-579.5pp |
| Employer contribution / active EE | $2,043 | $4,212-51.5% | $3,868-47.2% | $4,660-56.2% |
| Participant deferral / active EE | $3,905 | $5,619-30.5% | $5,057-22.8% | $6,688-41.6% |
| Admin fee / account holder | $5 | $9,750-99.9% | $8,355-99.9% | $13,397-100.0% |