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 | $285,731 | $138,044+107.0% | $125,339+128.0% | $134,475+112.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.68% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,221 | $5,243-38.6% | $4,814-33.1% | $4,740-32.0% |
| Participant deferral / active EE | $2,000 | $7,799-74.4% | $7,446-73.1% | $6,400-68.7% |
| Admin fee / account holder | $65 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |