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 | $1,581,106 | $136,307+1060.0% | $106,619+1382.9% | $273,961+477.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -4.68% | 11.05%-15.7pp | 9.42%-14.1pp | 41.45%-46.1pp |
| Employer contribution / active EE | $1,200 | $5,190-76.9% | $3,947-69.6% | $4,869-75.4% |
| Participant deferral / active EE | $1,200 | $4,969-75.9% | $3,930-69.5% | $5,287-77.3% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |