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 6-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 | $309,698 | $183,519+68.8% | $155,509+99.2% | $145,922+112.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.94% | 61.17%-41.2pp | 64.67%-44.7pp | 561.29%-541.3pp |
| Employer contribution / active EE | $906 | $5,313-82.9% | $4,672-80.6% | $4,660-80.6% |
| Participant deferral / active EE | $10,227 | $6,462+58.2% | $5,626+81.8% | $6,688+52.9% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |