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 | $264,027 | $167,307+57.8% | $143,757+83.7% | $134,475+96.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.06% | 0.46%-26.5pp | -0.04%-26.0pp | 417.96%-444.0pp |
| Employer contribution / active EE | $14,612 | $5,619+160.0% | $4,951+195.1% | $4,740+208.3% |
| Participant deferral / active EE | $5,400 | $6,446-16.2% | $5,637-4.2% | $6,400-15.6% |
| Admin fee / account holder | $122 | $18,088-99.3% | $14,673-99.2% | $11,426-98.9% |