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 | $269,148 | $159,901+68.3% | $146,958+83.1% | $145,922+84.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.03% | 98.13%-92.1pp | 418.34%-412.3pp | 561.29%-555.3pp |
| Employer contribution / active EE | $2,676 | $5,286-49.4% | $4,933-45.7% | $4,660-42.6% |
| Participant deferral / active EE | $2,579 | $8,428-69.4% | $8,070-68.0% | $6,688-61.4% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |