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 8-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 | $754,283 | $185,822+305.9% | $169,993+343.7% | $139,434+441.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.14% | 60.50%-53.4pp | 53.37%-46.2pp | 372.94%-365.8pp |
| Employer contribution / active EE | $4,662 | $7,590-38.6% | $6,785-31.3% | $4,751-1.9% |
| Participant deferral / active EE | $1,527 | $11,622-86.9% | $10,408-85.3% | $6,710-77.3% |
| Admin fee / account holder | -$249 | $15,381-101.6% | $12,815-101.9% | $11,403-102.2% |