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 | $510,201 | $167,484+204.6% | $151,611+236.5% | $134,475+279.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.92% | 7.80%-25.7pp | 3.33%-21.2pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,265 | $6,829-81.5% | $6,166-79.5% | $4,740-73.3% |
| Participant deferral / active EE | $11,169 | $8,986+24.3% | $8,363+33.5% | $6,400+74.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |