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 | $2,912,006 | $189,613+1435.8% | $167,512+1638.4% | $142,382+1945.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 6.37% | 2024.68%-2018.3pp | 1615.79%-1609.4pp | 217.08%-210.7pp |
| Employer contribution / active EE | $849 | $4,349-80.5% | $3,882-78.1% | $4,299-80.3% |
| Participant deferral / active EE | $1,132 | $6,981-83.8% | $6,405-82.3% | $6,507-82.6% |
| Admin fee / account holder | $7 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |