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 7-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 | $416,871 | $110,502+277.2% | $80,716+416.5% | $167,490+148.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 0.20% | 120.54%-120.3pp | 87.28%-87.1pp | 478.56%-478.4pp |
| Employer contribution / active EE | $23,750 | $1,543+1439.6% | $1,160+1947.4% | $4,837+391.0% |
| Participant deferral / active EE | $8,000 | $2,871+178.7% | $2,146+272.8% | $6,341+26.2% |
| Admin fee / account holder | $19 | $4,545-99.6% | $3,380-99.4% | $12,309-99.8% |