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 8-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 | $359,744 | $138,044+160.6% | $125,339+187.0% | $134,475+167.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -38.83% | 750.33%-789.2pp | 572.05%-610.9pp | 417.96%-456.8pp |
| Employer contribution / active EE | $1,336 | $5,243-74.5% | $4,814-72.3% | $4,740-71.8% |
| Participant deferral / active EE | $1,416 | $7,799-81.8% | $7,446-81.0% | $6,400-77.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |