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 4-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 | $382,870 | $209,336+82.9% | $197,124+94.2% | $137,256+178.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 208.71% | 48.09%+160.6pp | 44.34%+164.4pp | 220.34%-11.6pp |
| Employer contribution / active EE | $209 | $6,591-96.8% | $6,227-96.7% | $4,156-95.0% |
| Participant deferral / active EE | $860 | $9,614-91.1% | $9,135-90.6% | $6,407-86.6% |
| Admin fee / account holder | $295 | $17,308-98.3% | $16,298-98.2% | $12,270-97.6% |