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.
Employer contribution per participant 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 | $400,858 | $101,069+296.6% | $81,478+392.0% | $147,584+171.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 48.90% | 32.40%+16.5pp | 38.78%+10.1pp | 578.55%-529.6pp |
| Employer contribution / active EE | $43 | $3,205-98.7% | $2,568-98.3% | $4,876-99.1% |
| Participant deferral / active EE | $277 | $4,242-93.5% | $3,537-92.2% | $5,439-94.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |