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 6-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 | $412,355 | $159,934+157.8% | $147,005+180.5% | $145,959+182.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -5.63% | 98.24%-103.9pp | 418.76%-424.4pp | 561.95%-567.6pp |
| Employer contribution / active EE | $24,812 | $5,287+369.3% | $4,934+402.8% | $4,661+432.3% |
| Participant deferral / active EE | $1,250 | $8,427-85.2% | $8,070-84.5% | $6,689-81.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |