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 | $330,857 | $203,436+62.6% | $152,466+117.0% | $167,490+97.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 11.56% | 13.80%-2.2pp | 757.33%-745.8pp | 478.56%-467.0pp |
| Employer contribution / active EE | $5,431 | $5,220+4.0% | $4,327+25.5% | $4,837+12.3% |
| Participant deferral / active EE | $882 | $6,716-86.9% | $5,820-84.8% | $6,341-86.1% |
| Admin fee / account holder | $15 | $22,506-99.9% | $15,805-99.9% | $12,309-99.9% |