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 | $387,008 | $159,901+142.0% | $146,958+163.3% | $145,922+165.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.25% | 98.13%-79.9pp | 418.34%-400.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $3,823 | $5,286-27.7% | $4,933-22.5% | $4,660-18.0% |
| Participant deferral / active EE | $662 | $8,428-92.1% | $8,070-91.8% | $6,688-90.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |