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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $324,447 | $61,774+425.2% | $97,226+233.7% | $80,856+301.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 9.21% | -557.90%+567.1pp | 75.13%-65.9pp | 35.59%-26.4pp |
| Employer contribution / active EE | $5,769 | $1,837+214.1% | $2,729+111.4% | $2,755+109.4% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $76 | $5,166-98.5% | $5,654-98.6% | $6,918-98.9% |