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 | $159,901+157.9% | $146,958+180.6% | $145,922+182.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -5.63% | 98.13%-103.8pp | 418.34%-424.0pp | 561.29%-566.9pp |
| Employer contribution / active EE | $24,812 | $5,286+369.4% | $4,933+403.0% | $4,660+432.5% |
| Participant deferral / active EE | $1,250 | $8,428-85.2% | $8,070-84.5% | $6,688-81.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |