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.
Employer 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 | $405,455 | $175,202+131.4% | $149,673+170.9% | $139,434+190.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.62% | 166.71%-152.1pp | 134.42%-119.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,075 | $5,474-80.4% | $4,818-77.7% | $4,751-77.4% |
| Participant deferral / active EE | $13,660 | $6,519+109.6% | $5,680+140.5% | $6,710+103.6% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |