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 | $410,779 | $140,588+192.2% | $123,104+233.7% | $125,391+227.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.52% | 16.80%-17.3pp | 13.22%-13.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $34,055 | $6,041+463.7% | $5,151+561.1% | $4,866+599.9% |
| Participant deferral / active EE | $2,040 | $6,980-70.8% | $6,230-67.3% | $5,352-61.9% |
| Admin fee / account holder | $30 | $11,198-99.7% | $9,015-99.7% | $9,540-99.7% |