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.
Employer 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 | $341,602 | $209,832+62.8% | $189,513+80.3% | $167,490+104.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -21.45% | 748.27%-769.7pp | 555.15%-576.6pp | 478.56%-500.0pp |
| Employer contribution / active EE | $956 | $6,914-86.2% | $6,162-84.5% | $4,837-80.2% |
| Participant deferral / active EE | $8,667 | $8,935-3.0% | $8,221+5.4% | $6,341+36.7% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |