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 | $1,939,889 | $105,859+1732.5% | $90,160+2051.6% | $147,584+1214.4% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 0.06% | 37.63%-37.6pp | 34.88%-34.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,010 | $5,733-47.5% | $5,288-43.1% | $5,439-44.7% |
| Admin fee / account holder | $34 | $8,046-99.6% | $5,943-99.4% | $10,885-99.7% |