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 | $635,487 | $158,398+301.2% | $126,539+402.2% | $142,382+346.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | -83.03% | 593.76%-676.8pp | 425.95%-509.0pp | 217.08%-300.1pp |
| Employer contribution / active EE | $1,257 | $4,650-73.0% | $3,674-65.8% | $4,299-70.8% |
| Participant deferral / active EE | $1,493 | $4,767-68.7% | $4,083-63.4% | $6,507-77.1% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |