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 | $537,509 | $167,484+220.9% | $151,611+254.5% | $134,475+299.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.03% | 7.80%-18.8pp | 3.33%-14.4pp | 417.96%-429.0pp |
| Employer contribution / active EE | $22,909 | $6,829+235.5% | $6,166+271.5% | $4,740+383.3% |
| Participant deferral / active EE | $2,500 | $8,986-72.2% | $8,363-70.1% | $6,400-60.9% |
| Admin fee / account holder | $38 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |