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 | $466,484 | $114,381+307.8% | $107,525+333.8% | $142,382+227.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.46% | 242.71%-224.2pp | 181.32%-162.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $23,951 | $4,015+496.6% | $3,754+538.1% | $4,299+457.1% |
| Participant deferral / active EE | $319 | $5,564-94.3% | $5,116-93.8% | $6,507-95.1% |
| Admin fee / account holder | $33 | $9,860-99.7% | $8,919-99.6% | $12,624-99.7% |