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 5-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 | $251,849 | $92,703+171.7% | $82,719+204.5% | $134,475+87.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -58.31% | 944.92%-1003.2pp | 701.18%-759.5pp | 417.96%-476.3pp |
| Employer contribution / active EE | $20,000 | $3,274+510.9% | $3,009+564.7% | $4,740+322.0% |
| Participant deferral / active EE | $14,761 | $4,802+207.4% | $4,395+235.9% | $6,400+130.7% |
| Admin fee / account holder | $83 | $5,983-98.6% | $5,329-98.5% | $11,426-99.3% |