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.
Employer contribution per participant 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 | $310,504 | $270,399+14.8% | $209,409+48.3% | $357,791-13.2% |
| Participation rate | 90.0% | 83.8%+6.2pp | 80.4%+9.6pp | 85.6%+4.4pp |
| Annual return | 15.61% | 194.89%-179.3pp | 159.49%-143.9pp | 396.79%-381.2pp |
| Employer contribution / active EE | $2,785 | $6,982-60.1% | $5,035-44.7% | $7,508-62.9% |
| Participant deferral / active EE | $5,569 | $4,606+20.9% | $4,230+31.7% | $5,521+0.9% |
| Admin fee / account holder | $1 | $18,969-100.0% | $16,474-100.0% | $28,387-100.0% |