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 | $275,425 | $181,894+51.4% | $156,549+75.9% | $273,961+0.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.05% | 30.74%-28.7pp | 32.23%-30.2pp | 41.45%-39.4pp |
| Employer contribution / active EE | $1,671 | $6,248-73.3% | $5,501-69.6% | $4,869-65.7% |
| Participant deferral / active EE | $1,662 | $5,550-70.1% | $4,871-65.9% | $5,287-68.6% |
| Admin fee / account holder | $296 | $15,559-98.1% | $13,027-97.7% | $10,132-97.1% |