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 9-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 | $1,922,769 | $190,805+907.7% | $159,960+1102.0% | $134,475+1329.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.67% | 552.23%-578.9pp | 408.60%-435.3pp | 417.96%-444.6pp |
| Employer contribution / active EE | $19,500 | $4,995+290.4% | $4,226+361.5% | $4,740+311.4% |
| Participant deferral / active EE | $1,200 | $6,923-82.7% | $6,182-80.6% | $6,400-81.2% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |