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 | $277,612 | $105,931+162.1% | $81,930+238.8% | $158,922+74.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | -23.83% | 38.17%-62.0pp | 29.49%-53.3pp | 302.83%-326.7pp |
| Employer contribution / active EE | $315 | $7,800-96.0% | $4,310-92.7% | $4,761-93.4% |
| Participant deferral / active EE | $525 | $13,003-96.0% | $7,107-92.6% | $5,982-91.2% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |