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 6-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 | $265,504 | $165,335+60.6% | $149,696+77.4% | $158,922+67.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.22% | 348.15%-346.9pp | 276.60%-275.4pp | 302.83%-301.6pp |
| Employer contribution / active EE | $5,670 | $5,103+11.1% | $4,644+22.1% | $4,761+19.1% |
| Participant deferral / active EE | $2,050 | $7,181-71.5% | $6,842-70.0% | $5,982-65.7% |
| Admin fee / account holder | $294 | $10,807-97.3% | $9,309-96.8% | $11,246-97.4% |