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 | $334,636 | $173,345+93.0% | $136,007+146.0% | $145,922+129.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -2.55% | 1163.32%-1165.9pp | 579.32%-581.9pp | 561.29%-563.8pp |
| Employer contribution / active EE | $11,085 | $5,278+110.0% | $4,217+162.9% | $4,660+137.9% |
| Participant deferral / active EE | $4,381 | $8,699-49.6% | $7,025-37.6% | $6,688-34.5% |
| Admin fee / account holder | $74 | $9,954-99.3% | $6,858-98.9% | $13,397-99.4% |