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 | $319,193 | $99,341+221.3% | $84,750+276.6% | $273,961+16.5% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | -9.90% | 22.93%-32.8pp | 22.78%-32.7pp | 41.45%-51.4pp |
| Employer contribution / active EE | $3,071 | $4,214-27.1% | $3,574-14.1% | $4,869-36.9% |
| Participant deferral / active EE | $1,500 | $4,269-64.9% | $3,712-59.6% | $5,287-71.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |