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 | $289,664 | $90,503+220.1% | $78,689+268.1% | $273,961+5.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -36.83% | 75.60%-112.4pp | 62.18%-99.0pp | 41.45%-78.3pp |
| Employer contribution / active EE | $16,463 | $3,176+418.4% | $2,851+477.5% | $4,869+238.1% |
| Participant deferral / active EE | $16,463 | $3,901+322.0% | $3,517+368.1% | $5,287+211.4% |
| Admin fee / account holder | $88 | $5,263-98.3% | $4,510-98.1% | $10,132-99.1% |