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.
Employer 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 | $762,802 | $167,307+355.9% | $143,757+430.6% | $134,475+467.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -25.84% | 0.46%-26.3pp | -0.04%-25.8pp | 417.96%-443.8pp |
| Employer contribution / active EE | $47 | $5,619-99.2% | $4,951-99.1% | $4,740-99.0% |
| Participant deferral / active EE | $6,266 | $6,446-2.8% | $5,637+11.2% | $6,400-2.1% |
| Admin fee / account holder | $160 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |