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 | $261,287 | $160,055+63.2% | $140,016+86.6% | $135,375+93.0% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -13.54% | 911.38%-924.9pp | 651.12%-664.7pp | 519.73%-533.3pp |
| Employer contribution / active EE | $2,778 | $6,420-56.7% | $5,606-50.4% | $4,779-41.9% |
| Participant deferral / active EE | $8,205 | $7,642+7.4% | $6,927+18.4% | $5,609+46.3% |
| Admin fee / account holder | $178 | $13,328-98.7% | $10,705-98.3% | $10,827-98.4% |