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.
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 | $259,636 | $103,376+151.2% | $87,100+198.1% | $152,861+69.9% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 20.12% | 28.10%-8.0pp | 28.19%-8.1pp | 345.32%-325.2pp |
| Employer contribution / active EE | $229 | $3,220-92.9% | $2,521-90.9% | $4,762-95.2% |
| Participant deferral / active EE | $1,178 | $4,778-75.4% | $4,049-70.9% | $5,850-79.9% |
| Admin fee / account holder | $34 | $12,205-99.7% | $7,497-99.6% | $11,596-99.7% |