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 | $657,034 | $198,466+231.1% | $170,442+285.5% | $147,584+345.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.94% | 257.29%-256.4pp | 205.93%-205.0pp | 578.55%-577.6pp |
| Employer contribution / active EE | $13,232 | $6,184+114.0% | $5,433+143.6% | $4,876+171.4% |
| Participant deferral / active EE | $1,200 | $5,629-78.7% | $4,939-75.7% | $5,439-77.9% |
| Admin fee / account holder | $6 | $16,852-100.0% | $13,880-100.0% | $10,885-99.9% |