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 | $1,401,958 | $176,056+696.3% | $159,436+779.3% | $167,490+737.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.85% | 331.75%-309.9pp | 263.57%-241.7pp | 478.56%-456.7pp |
| Employer contribution / active EE | $39,088 | $5,297+637.9% | $4,829+709.4% | $4,837+708.0% |
| Participant deferral / active EE | $1,961 | $7,750-74.7% | $7,352-73.3% | $6,341-69.1% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |