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 4-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 | $282,978 | $575,287-50.8% | - | $575,287-50.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | - | 88.5%+11.5pp |
| Annual return | -19.87% | 7.52%-27.4pp | - | 7.52%-27.4pp |
| Employer contribution / active EE | $6,613 | $26,761-75.3% | - | $26,761-75.3% |
| Participant deferral / active EE | $5,415 | $6,006-9.8% | - | $6,006-9.8% |
| Admin fee / account holder | $38 | $17,721-99.8% | - | $17,721-99.8% |