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 | $331,529 | $90,348+266.9% | $75,972+336.4% | $145,922+127.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.10% | 620.88%-613.8pp | 359.55%-352.4pp | 561.29%-554.2pp |
| Employer contribution / active EE | $8,096 | $3,311+144.5% | $2,685+201.5% | $4,660+73.7% |
| Participant deferral / active EE | $1,025 | $5,162-80.1% | $4,255-75.9% | $6,688-84.7% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |