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 | $441,704 | $95,862+360.8% | $79,550+455.3% | $134,475+228.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -26.23% | -2.69%-23.5pp | 0.16%-26.4pp | 417.96%-444.2pp |
| Employer contribution / active EE | $998 | $3,128-68.1% | $2,413-58.7% | $4,740-79.0% |
| Participant deferral / active EE | $1,496 | $4,693-68.1% | $3,985-62.5% | $6,400-76.6% |
| Admin fee / account holder | $24 | $9,126-99.7% | $6,832-99.6% | $11,426-99.8% |