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 | $2,190,044 | $82,286+2561.5% | $68,791+3083.6% | $134,475+1528.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 14.05% | -2.19%+16.2pp | -6.38%+20.4pp | 417.96%-403.9pp |
| Employer contribution / active EE | $458 | $3,301-86.1% | $2,655-82.8% | $4,740-90.3% |
| Participant deferral / active EE | $6,833 | $4,739+44.2% | $3,941+73.4% | $6,400+6.8% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |