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 | $887,573 | $148,534+497.6% | $135,903+553.1% | $139,434+536.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.74% | 79.19%-72.4pp | 68.23%-61.5pp | 372.94%-366.2pp |
| Employer contribution / active EE | $15,000 | $5,243+186.1% | $4,856+208.9% | $4,751+215.7% |
| Participant deferral / active EE | $2,400 | $8,100-70.4% | $7,758-69.1% | $6,710-64.2% |
| Admin fee / account holder | $12 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |