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 | $372,207 | $135,952+173.8% | $123,892+200.4% | $273,961+35.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.43% | 56.63%-55.2pp | 47.52%-46.1pp | 41.45%-40.0pp |
| Employer contribution / active EE | $300 | $5,170-94.2% | $4,617-93.5% | $4,869-93.8% |
| Participant deferral / active EE | $14,650 | $6,343+131.0% | $5,984+144.8% | $5,287+177.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |