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 6-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 | $255,232 | $110,094+131.8% | $151,611+68.3% | $68,494+272.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -21.38% | -10.12%-11.3pp | 3.33%-24.7pp | -7.84%-13.5pp |
| Employer contribution / active EE | $4,357 | $4,471-2.5% | $6,166-29.3% | $2,596+67.8% |
| Participant deferral / active EE | $16,016 | $6,527+145.4% | $8,363+91.5% | $4,027+297.7% |
| Admin fee / account holder | $237 | $7,719-96.9% | $11,616-98.0% | $5,403-95.6% |