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 | $480,603 | $95,862+401.3% | $79,550+504.2% | $134,475+257.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.23% | -2.69%-18.5pp | 0.16%-21.4pp | 417.96%-439.2pp |
| Employer contribution / active EE | $7,210 | $3,128+130.5% | $2,413+198.8% | $4,740+52.1% |
| Participant deferral / active EE | $18,668 | $4,693+297.8% | $3,985+368.4% | $6,400+191.7% |
| Admin fee / account holder | $30 | $9,126-99.7% | $6,832-99.6% | $11,426-99.7% |