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.
Employer 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 | $285,512 | $105,126+171.6% | $94,646+201.7% | $139,434+104.8% |
| Participation rate | 92.3% | 82.4%+10.0pp | 80.8%+11.5pp | 80.3%+12.0pp |
| Annual return | 10.61% | 38.03%-27.4pp | 156.71%-146.1pp | 372.94%-362.3pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,735 | $7,599+1.8% | $7,418+4.3% | $6,710+15.3% |
| Admin fee / account holder | $2 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |