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 | $331,938 | $124,425+166.8% | $112,040+196.3% | $137,256+141.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.51% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $15,900 | $3,411+366.1% | $2,954+438.3% | $4,156+282.6% |
| Participant deferral / active EE | $900 | $5,718-84.3% | $5,098-82.3% | $6,407-86.0% |
| Admin fee / account holder | $60 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |