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 7-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 | $311,833 | $167,484+86.2% | $151,611+105.7% | $134,475+131.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.14% | 7.80%-31.9pp | 3.33%-27.5pp | 417.96%-442.1pp |
| Employer contribution / active EE | $7,077 | $6,829+3.6% | $6,166+14.8% | $4,740+49.3% |
| Participant deferral / active EE | $12,884 | $8,986+43.4% | $8,363+54.0% | $6,400+101.3% |
| Admin fee / account holder | $50 | $13,783-99.6% | $11,616-99.6% | $11,426-99.6% |