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 | $341,797 | $110,257+210.0% | $96,544+254.0% | $139,434+145.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -17.83% | 26.32%-44.1pp | 25.84%-43.7pp | 372.94%-390.8pp |
| Employer contribution / active EE | $868 | $3,620-76.0% | $2,965-70.7% | $4,751-81.7% |
| Participant deferral / active EE | $5,787 | $5,548+4.3% | $4,851+19.3% | $6,710-13.8% |
| Admin fee / account holder | $14 | $11,591-99.9% | $8,252-99.8% | $11,403-99.9% |