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 9-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 | $293,754 | $180,028+63.2% | $138,135+112.7% | $158,922+84.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 28.43% | 21.68%+6.7pp | 20.51%+7.9pp | 302.83%-274.4pp |
| Employer contribution / active EE | $3,218 | $7,470-56.9% | $5,587-42.4% | $4,761-32.4% |
| Participant deferral / active EE | $777 | $7,717-89.9% | $6,431-87.9% | $5,982-87.0% |
| Admin fee / account holder | $15 | $17,912-99.9% | $11,856-99.9% | $11,246-99.9% |