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 | $655,604 | $167,484+291.4% | $151,611+332.4% | $134,475+387.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -22.03% | 7.80%-29.8pp | 3.33%-25.4pp | 417.96%-440.0pp |
| Employer contribution / active EE | $6,340 | $6,829-7.2% | $6,166+2.8% | $4,740+33.8% |
| Participant deferral / active EE | $15,649 | $8,986+74.2% | $8,363+87.1% | $6,400+144.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |