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 | $323,470 | $167,484+93.1% | $151,611+113.4% | $134,475+140.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -29.47% | 7.80%-37.3pp | 3.33%-32.8pp | 417.96%-447.4pp |
| Employer contribution / active EE | $1,668 | $6,829-75.6% | $6,166-72.9% | $4,740-64.8% |
| Participant deferral / active EE | $8,260 | $8,986-8.1% | $8,363-1.2% | $6,400+29.1% |
| Admin fee / account holder | $6 | $13,783-100.0% | $11,616-99.9% | $11,426-99.9% |