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 | $250,500 | $185,822+34.8% | $169,993+47.4% | $139,434+79.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.25% | 60.50%-42.3pp | 53.37%-35.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,250 | $7,590-83.5% | $6,785-81.6% | $4,751-73.7% |
| Participant deferral / active EE | $9,891 | $11,622-14.9% | $10,408-5.0% | $6,710+47.4% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |