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 | $254,990 | $167,307+52.4% | $143,757+77.4% | $134,475+89.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.60% | 0.46%-28.1pp | -0.04%-27.6pp | 417.96%-445.6pp |
| Employer contribution / active EE | $7,400 | $5,619+31.7% | $4,951+49.5% | $4,740+56.1% |
| Participant deferral / active EE | $8,884 | $6,446+37.8% | $5,637+57.6% | $6,400+38.8% |
| Admin fee / account holder | $11 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |