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 | $280,798 | $148,534+89.0% | $135,903+106.6% | $139,434+101.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 14.59% | 79.19%-64.6pp | 68.23%-53.6pp | 372.94%-358.4pp |
| Employer contribution / active EE | $937 | $5,243-82.1% | $4,856-80.7% | $4,751-80.3% |
| Participant deferral / active EE | $10,175 | $8,100+25.6% | $7,758+31.2% | $6,710+51.6% |
| Admin fee / account holder | $43 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |