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 | $1,079,377 | $109,327+887.3% | $89,391+1107.5% | $158,922+579.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.21% | 345.68%-345.5pp | 245.62%-245.4pp | 302.83%-302.6pp |
| Employer contribution / active EE | $7,709 | $3,170+143.2% | $2,586+198.2% | $4,761+61.9% |
| Participant deferral / active EE | $17,333 | $4,598+277.0% | $3,890+345.6% | $5,982+189.8% |
| Admin fee / account holder | $54 | $6,153-99.1% | $4,881-98.9% | $11,246-99.5% |