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 | $501,384 | $147,167+240.7% | $111,392+350.1% | $135,375+270.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -10.08% | -4.44%-5.6pp | -2.06%-8.0pp | 519.73%-529.8pp |
| Employer contribution / active EE | $12,069 | $5,204+131.9% | $4,328+178.9% | $4,779+152.6% |
| Participant deferral / active EE | $11,850 | $6,565+80.5% | $5,567+112.9% | $5,609+111.3% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |