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 | $952,259 | $176,377+439.9% | $134,143+609.9% | $158,922+499.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -0.97% | 63.63%-64.6pp | 36.33%-37.3pp | 302.83%-303.8pp |
| Employer contribution / active EE | $21,797 | $5,040+332.4% | $3,704+488.5% | $4,761+357.8% |
| Participant deferral / active EE | $13,000 | $4,091+217.7% | $3,499+271.6% | $5,982+117.3% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |