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 9-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 | $366,860 | $78,705+366.1% | $117,854+211.3% | $70,131+423.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 11.37% | 23.30%-11.9pp | 335.08%-323.7pp | 73.14%-61.8pp |
| Employer contribution / active EE | $24,038 | $2,223+981.2% | $3,786+534.9% | $2,342+926.2% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $217 | $5,065-95.7% | $8,020-97.3% | $4,645-95.3% |