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 | $275,489 | $84,527+225.9% | $67,711+306.9% | $125,391+119.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -2.41% | 2.57%-5.0pp | 25.41%-27.8pp | 282.22%-284.6pp |
| Employer contribution / active EE | $11,758 | $3,292+257.2% | $2,559+359.4% | $4,866+141.6% |
| Participant deferral / active EE | $0 | $4,429-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |