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 | $263,507 | $142,405+85.0% | $115,157+128.8% | $152,861+72.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | -0.02% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $10,000 | $4,010+149.4% | $3,179+214.6% | $4,762+110.0% |
| Participant deferral / active EE | $600 | $5,164-88.4% | $4,168-85.6% | $5,850-89.7% |
| Admin fee / account holder | $43 | $8,462-99.5% | $7,088-99.4% | $11,596-99.6% |