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 | $272,458 | $105,998+157.0% | $92,233+195.4% | $147,584+84.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 1.11% | 50.05%-48.9pp | 176.28%-175.2pp | 578.55%-577.4pp |
| Employer contribution / active EE | $25,053 | $4,333+478.2% | $3,679+580.9% | $4,876+413.8% |
| Participant deferral / active EE | $701 | $4,478-84.4% | $3,897-82.0% | $5,439-87.1% |
| Admin fee / account holder | $222 | $6,332-96.5% | $5,194-95.7% | $10,885-98.0% |