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 | $354,026 | $167,484+111.4% | $151,611+133.5% | $134,475+163.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -29.68% | 7.80%-37.5pp | 3.33%-33.0pp | 417.96%-447.6pp |
| Employer contribution / active EE | $5,038 | $6,829-26.2% | $6,166-18.3% | $4,740+6.3% |
| Participant deferral / active EE | $18,246 | $8,986+103.0% | $8,363+118.2% | $6,400+185.1% |
| Admin fee / account holder | $124 | $13,783-99.1% | $11,616-98.9% | $11,426-98.9% |