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 | $426,429 | $202,318+110.8% | $172,739+146.9% | $152,861+179.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.10% | 1029.65%-1008.6pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $5,000 | $5,856-14.6% | $5,143-2.8% | $4,762+5.0% |
| Participant deferral / active EE | $1,343 | $5,948-77.4% | $5,198-74.2% | $5,850-77.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |