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 | $271,303 | $176,056+54.1% | $159,436+70.2% | $167,490+62.0% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 2.37% | 331.75%-329.4pp | 263.57%-261.2pp | 478.56%-476.2pp |
| Employer contribution / active EE | $285 | $5,297-94.6% | $4,829-94.1% | $4,837-94.1% |
| Participant deferral / active EE | $4,000 | $7,750-48.4% | $7,352-45.6% | $6,341-36.9% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |