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 | $265,012 | $138,065+91.9% | $123,544+114.5% | $135,375+95.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.89% | 153.68%-163.6pp | 119.20%-129.1pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,629 | $5,151-49.0% | $4,628-43.2% | $4,779-45.0% |
| Participant deferral / active EE | $8,307 | $6,799+22.2% | $6,426+29.3% | $5,609+48.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |