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 | $344,890 | $167,484+105.9% | $151,611+127.5% | $134,475+156.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.31% | 7.80%-32.1pp | 3.33%-27.6pp | 417.96%-442.3pp |
| Employer contribution / active EE | $7,865 | $6,829+15.2% | $6,166+27.6% | $4,740+65.9% |
| Participant deferral / active EE | $17,294 | $8,986+92.5% | $8,363+106.8% | $6,400+170.2% |
| Admin fee / account holder | $40 | $13,783-99.7% | $11,616-99.7% | $11,426-99.6% |