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 9-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 | $313,561 | $92,703+238.2% | $82,719+279.1% | $134,475+133.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -22.73% | 944.92%-967.6pp | 701.18%-723.9pp | 417.96%-440.7pp |
| Employer contribution / active EE | $3,373 | $3,274+3.0% | $3,009+12.1% | $4,740-28.8% |
| Participant deferral / active EE | $10,863 | $4,802+126.2% | $4,395+147.2% | $6,400+69.7% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |