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.
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 | $607,785 | $189,613+220.5% | $167,512+262.8% | $142,382+326.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 6.96% | 2024.68%-2017.7pp | 1615.79%-1608.8pp | 217.08%-210.1pp |
| Employer contribution / active EE | $8,565 | $4,349+96.9% | $3,882+120.7% | $4,299+99.2% |
| Participant deferral / active EE | $226 | $6,981-96.8% | $6,405-96.5% | $6,507-96.5% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |