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.
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 | $257,212 | $70,756+263.5% | $65,493+292.7% | $142,382+80.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | -0.42% | 1754.89%-1755.3pp | 982.45%-982.9pp | 217.08%-217.5pp |
| Employer contribution / active EE | $240 | $2,881-91.7% | $2,574-90.7% | $4,299-94.4% |
| Participant deferral / active EE | $300 | $4,637-93.5% | $3,961-92.4% | $6,507-95.4% |
| Admin fee / account holder | $104 | $6,559-98.4% | $5,028-97.9% | $12,624-99.2% |