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 8-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 | $430,083 | $109,982+291.1% | $97,226+342.4% | $145,922+194.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -0.60% | 242.90%-243.5pp | 75.13%-75.7pp | 561.29%-561.9pp |
| Employer contribution / active EE | $4,260 | $3,084+38.1% | $2,729+56.1% | $4,660-8.6% |
| Participant deferral / active EE | $27,667 | $4,676+491.7% | $4,264+548.9% | $6,688+313.7% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |