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 | $286,162 | $95,862+198.5% | $79,550+259.7% | $134,475+112.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.74% | -2.69%-22.1pp | 0.16%-24.9pp | 417.96%-442.7pp |
| Employer contribution / active EE | $2,760 | $3,128-11.8% | $2,413+14.4% | $4,740-41.8% |
| Participant deferral / active EE | $3,450 | $4,693-26.5% | $3,985-13.4% | $6,400-46.1% |
| Admin fee / account holder | $35 | $9,126-99.6% | $6,832-99.5% | $11,426-99.7% |