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 5-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 | $347,935 | $78,672+342.3% | $109,143+218.8% | $85,850+305.3% |
| Participation rate | 95.3% | 68.3%+27.1pp | 75.9%+19.5pp | 69.3%+26.0pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,711 | $2,735-0.9% | $3,722-27.2% | $2,565+5.7% |
| Participant deferral / active EE | $955 | $3,467-72.4% | $4,653-79.5% | $3,952-75.8% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |