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.
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 | $327,977 | $97,757+235.5% | $83,848+291.2% | $135,375+142.3% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -4.88% | 1287.37%-1292.3pp | 850.88%-855.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $677 | $4,222-84.0% | $3,631-81.4% | $4,779-85.8% |
| Participant deferral / active EE | $7,667 | $4,682+63.7% | $4,082+87.8% | $5,609+36.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |