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 | $394,806 | $185,822+112.5% | $169,993+132.2% | $139,434+183.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.53% | 60.50%-48.0pp | 53.37%-40.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,863 | $7,590-75.4% | $6,785-72.5% | $4,751-60.8% |
| Participant deferral / active EE | $2,107 | $11,622-81.9% | $10,408-79.8% | $6,710-68.6% |
| Admin fee / account holder | -$474 | $15,381-103.1% | $12,815-103.7% | $11,403-104.2% |