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 | $283,565 | $149,734+89.4% | $118,925+138.4% | $158,922+78.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -0.02% | 19.95%-20.0pp | 35.88%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $19,500 | $4,115+373.8% | $3,263+497.7% | $4,761+309.6% |
| Participant deferral / active EE | $600 | $5,223-88.5% | $4,265-85.9% | $5,982-90.0% |
| Admin fee / account holder | $43 | $8,603-99.5% | $6,581-99.4% | $11,246-99.6% |