Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 | $149,040+326.4% | $120,225+428.6% | $137,256+363.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | -83.03% | 605.68%-688.7pp | 439.23%-522.3pp | 220.34%-303.4pp |
| Employer contribution / active EE | $1,257 | $4,350-71.1% | $3,475-63.8% | $4,156-69.8% |
| Participant deferral / active EE | $1,493 | $4,655-67.9% | $3,999-62.7% | $6,407-76.7% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |