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 | $426,435 | $159,901+166.7% | $146,958+190.2% | $145,922+192.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -1.30% | 98.13%-99.4pp | 418.34%-419.6pp | 561.29%-562.6pp |
| Employer contribution / active EE | $2,820 | $5,286-46.7% | $4,933-42.8% | $4,660-39.5% |
| Participant deferral / active EE | $1,260 | $8,428-85.1% | $8,070-84.4% | $6,688-81.2% |
| Admin fee / account holder | $141 | $15,044-99.1% | $12,998-98.9% | $13,397-98.9% |