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 5-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 | $351,589 | $96,305+265.1% | $80,569+336.4% | $139,434+152.2% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | -7.18% | 1350.08%-1357.3pp | 935.43%-942.6pp | 372.94%-380.1pp |
| Employer contribution / active EE | $1,789 | $3,262-45.2% | $2,723-34.3% | $4,751-62.3% |
| Participant deferral / active EE | $1,844 | $5,232-64.8% | $4,447-58.5% | $6,710-72.5% |
| Admin fee / account holder | $131 | $6,599-98.0% | $5,377-97.6% | $11,403-98.9% |