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 | $252,133 | $144,119+74.9% | $117,854+113.9% | $147,584+70.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 6.23% | 531.15%-524.9pp | 335.08%-328.8pp | 578.55%-572.3pp |
| Employer contribution / active EE | $13,162 | $4,896+168.8% | $3,786+247.6% | $4,876+169.9% |
| Participant deferral / active EE | $1,000 | $5,316-81.2% | $4,482-77.7% | $5,439-81.6% |
| Admin fee / account holder | $211 | $10,886-98.1% | $8,020-97.4% | $10,885-98.1% |