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 | $369,171 | $226,064+63.3% | $182,532+102.2% | $152,861+141.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 3.18% | 192.51%-189.3pp | 148.54%-145.4pp | 345.32%-342.1pp |
| Employer contribution / active EE | $120 | $4,978-97.6% | $4,076-97.1% | $4,762-97.5% |
| Participant deferral / active EE | $2,547 | $6,368-60.0% | $5,524-53.9% | $5,850-56.5% |
| Admin fee / account holder | $4 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |