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 | $294,917 | $183,963+60.3% | $162,163+81.9% | $152,861+92.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 3.10% | 150.76%-147.7pp | 115.59%-112.5pp | 345.32%-342.2pp |
| Employer contribution / active EE | $2,678 | $6,371-58.0% | $5,614-52.3% | $4,762-43.8% |
| Participant deferral / active EE | $236 | $8,034-97.1% | $7,298-96.8% | $5,850-96.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |