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 5-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 | $433,382 | $96,635+348.5% | $86,612+400.4% | $139,434+210.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 1600.36% | 106.41%+1493.9pp | 591.07%+1009.3pp | 372.94%+1227.4pp |
| Employer contribution / active EE | $6,791 | $3,263+108.1% | $3,022+124.7% | $4,751+42.9% |
| Participant deferral / active EE | $104 | $4,836-97.8% | $4,438-97.6% | $6,710-98.4% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |