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.
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 | $269,505 | $179,726+50.0% | $156,263+72.5% | $142,382+89.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.47% | 77.86%-67.4pp | 59.47%-49.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,071 | $5,069-78.9% | $4,333-75.3% | $4,299-75.1% |
| Participant deferral / active EE | $1,560 | $6,956-77.6% | $6,158-74.7% | $6,507-76.0% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |