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 | $356,783 | $138,044+158.5% | $125,339+184.7% | $134,475+165.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.99% | 750.33%-773.3pp | 572.05%-595.0pp | 417.96%-441.0pp |
| Employer contribution / active EE | $12,320 | $5,243+135.0% | $4,814+155.9% | $4,740+159.9% |
| Participant deferral / active EE | $12,224 | $7,799+56.7% | $7,446+64.2% | $6,400+91.0% |
| Admin fee / account holder | $5 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |