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 | $337,316 | $211,958+59.1% | $169,463+99.0% | $135,375+149.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.28% | 3.26%-13.5pp | 1.83%-12.1pp | 519.73%-530.0pp |
| Employer contribution / active EE | $27,750 | $5,120+442.0% | $4,159+567.2% | $4,779+480.7% |
| Participant deferral / active EE | $36,750 | $6,075+504.9% | $5,277+596.5% | $5,609+555.2% |
| Admin fee / account holder | $59 | $11,471-99.5% | $9,109-99.3% | $10,827-99.5% |