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 | $268,883 | $165,335+62.6% | $149,696+79.6% | $158,922+69.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.30% | 348.15%-336.8pp | 276.60%-265.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $542 | $5,103-89.4% | $4,644-88.3% | $4,761-88.6% |
| Participant deferral / active EE | $15,759 | $7,181+119.4% | $6,842+130.3% | $5,982+163.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |