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 | $258,713 | $167,484+54.5% | $151,611+70.6% | $134,475+92.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.39% | 7.80%-26.2pp | 3.33%-21.7pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,468 | $6,829-63.9% | $6,166-60.0% | $4,740-47.9% |
| Participant deferral / active EE | $2,602 | $8,986-71.0% | $8,363-68.9% | $6,400-59.3% |
| Admin fee / account holder | $246 | $13,783-98.2% | $11,616-97.9% | $11,426-97.9% |