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 | $1,174,853 | $94,752+1139.9% | $112,887+940.7% | $139,434+742.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 6.08% | 40.88%-34.8pp | 34.10%-28.0pp | 372.94%-366.9pp |
| Employer contribution / active EE | $56,639 | $4,625+1124.6% | $4,563+1141.1% | $4,751+1092.2% |
| Participant deferral / active EE | $0 | $6,512-100.0% | $6,513-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |