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 | $253,837 | $157,256+61.4% | $141,162+79.8% | $152,861+66.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.31% | 64.32%-64.0pp | 71.39%-71.1pp | 345.32%-345.0pp |
| Employer contribution / active EE | $1,878 | $5,261-64.3% | $4,735-60.3% | $4,762-60.6% |
| Participant deferral / active EE | $1,686 | $7,109-76.3% | $6,709-74.9% | $5,850-71.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |