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 | $359,860 | $211,958+69.8% | $169,463+112.4% | $135,375+165.8% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -12.19% | 3.26%-15.5pp | 1.83%-14.0pp | 519.73%-531.9pp |
| Employer contribution / active EE | $2,397 | $5,120-53.2% | $4,159-42.4% | $4,779-49.8% |
| Participant deferral / active EE | $6,848 | $6,075+12.7% | $5,277+29.8% | $5,609+22.1% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |