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 | $422,547 | $84,527+399.9% | $67,711+524.0% | $125,391+237.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -4.17% | 2.57%-6.7pp | 25.41%-29.6pp | 282.22%-286.4pp |
| Employer contribution / active EE | $5,764 | $3,292+75.1% | $2,559+125.2% | $4,866+18.5% |
| Participant deferral / active EE | $13,739 | $4,429+210.2% | $3,585+283.2% | $5,352+156.7% |
| Admin fee / account holder | $21 | $5,340-99.6% | $4,255-99.5% | $9,540-99.8% |