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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $416,544 | $209,411+98.9% | $178,490+133.4% | $158,922+162.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.22% | 188.75%-166.5pp | 151.07%-128.9pp | 302.83%-280.6pp |
| Employer contribution / active EE | $2,688 | $5,706-52.9% | $5,011-46.4% | $4,761-43.5% |
| Participant deferral / active EE | $713 | $5,954-88.0% | $5,202-86.3% | $5,982-88.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |