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 | $282,062 | $102,828+174.3% | $105,387+167.6% | $152,861+84.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.77% | 20.85%-18.1pp | 26.82%-24.1pp | 345.32%-342.6pp |
| Employer contribution / active EE | $23,071 | $4,473+415.8% | $4,213+447.6% | $4,762+384.5% |
| Participant deferral / active EE | $1,714 | $5,465-68.6% | $5,502-68.8% | $5,850-70.7% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |