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 | $423,274 | $177,572+138.4% | $154,803+173.4% | $142,382+197.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.15% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,865 | $4,810+42.7% | $4,305+59.4% | $4,299+59.7% |
| Participant deferral / active EE | $1,383 | $6,272-77.9% | $5,540-75.0% | $6,507-78.7% |
| Admin fee / account holder | $195 | $16,786-98.8% | $14,329-98.6% | $12,624-98.5% |