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 | $948,951 | $107,334+784.1% | $92,893+921.6% | $152,861+520.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -2.18% | 145.58%-147.8pp | 109.41%-111.6pp | 345.32%-347.5pp |
| Employer contribution / active EE | $4,725 | $4,221+11.9% | $3,653+29.4% | $4,762-0.8% |
| Participant deferral / active EE | $8,040 | $4,845+65.9% | $4,236+89.8% | $5,850+37.4% |
| Admin fee / account holder | $130 | $7,079-98.2% | $5,794-97.8% | $11,596-98.9% |