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 8-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.
Employer 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 | $396,256 | $175,202+126.2% | $149,673+164.7% | $139,434+184.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.43% | 166.71%-164.3pp | 134.42%-132.0pp | 372.94%-370.5pp |
| Employer contribution / active EE | $786 | $5,474-85.6% | $4,818-83.7% | $4,751-83.5% |
| Participant deferral / active EE | $6,000 | $6,519-8.0% | $5,680+5.6% | $6,710-10.6% |
| Admin fee / account holder | $64 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |