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 | $348,033 | $201,272+72.9% | $184,203+88.9% | $145,922+138.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 5.50% | 29.00%-23.5pp | 28.81%-23.3pp | 561.29%-555.8pp |
| Employer contribution / active EE | $722 | $7,022-89.7% | $6,427-88.8% | $4,660-84.5% |
| Participant deferral / active EE | $6,075 | $9,806-38.0% | $9,131-33.5% | $6,688-9.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |