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 | $453,025 | $117,841+284.4% | $102,423+342.3% | $145,922+210.5% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | -10.08% | 31.65%-41.7pp | 29.32%-39.4pp | 561.29%-571.4pp |
| Employer contribution / active EE | $2,007 | $3,615-44.5% | $3,023-33.6% | $4,660-56.9% |
| Participant deferral / active EE | $2,934 | $5,731-48.8% | $5,053-41.9% | $6,688-56.1% |
| Admin fee / account holder | $2 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |