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 | $317,645 | $142,344+123.2% | $119,609+165.6% | $134,475+136.2% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -21.79% | -12.44%-9.4pp | -14.97%-6.8pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,986 | $5,222-42.8% | $4,232-29.4% | $4,740-37.0% |
| Participant deferral / active EE | $7,869 | $6,469+21.6% | $5,602+40.5% | $6,400+23.0% |
| Admin fee / account holder | $24 | $13,584-99.8% | $10,323-99.8% | $11,426-99.8% |