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 | $278,591 | $104,907+165.6% | $84,611+229.3% | $152,861+82.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 5.67% | 373.79%-368.1pp | 258.74%-253.1pp | 345.32%-339.6pp |
| Employer contribution / active EE | $12,213 | $3,302+269.9% | $2,652+360.5% | $4,762+156.5% |
| Participant deferral / active EE | $720 | $4,688-84.6% | $3,899-81.5% | $5,850-87.7% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |