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 5-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 | $1,102,815 | $167,307+559.2% | $143,757+667.1% | $134,475+720.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -59.05% | 0.46%-59.5pp | -0.04%-59.0pp | 417.96%-477.0pp |
| Employer contribution / active EE | $5 | $5,619-99.9% | $4,951-99.9% | $4,740-99.9% |
| Participant deferral / active EE | $19,425 | $6,446+201.4% | $5,637+244.6% | $6,400+203.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |