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 | $349,203 | $201,272+73.5% | $184,203+89.6% | $145,922+139.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -1.45% | 29.00%-30.4pp | 28.81%-30.3pp | 561.29%-562.7pp |
| Employer contribution / active EE | $12,656 | $7,022+80.2% | $6,427+96.9% | $4,660+171.6% |
| Participant deferral / active EE | $1,046 | $9,806-89.3% | $9,131-88.5% | $6,688-84.4% |
| Admin fee / account holder | $213 | $16,364-98.7% | $13,901-98.5% | $13,397-98.4% |