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.
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 | $2,336,545 | $176,812+1221.5% | $146,665+1493.1% | $167,490+1295.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.93% | 24.03%-23.1pp | 22.74%-21.8pp | 478.56%-477.6pp |
| Employer contribution / active EE | $31,392 | $5,160+508.4% | $4,136+658.9% | $4,837+548.9% |
| Participant deferral / active EE | $1,500 | $6,440-76.7% | $5,506-72.8% | $6,341-76.3% |
| Admin fee / account holder | $24 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |