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 | $486,977 | $217,402+124.0% | $185,823+162.1% | $167,490+190.7% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 9.97% | 148.36%-138.4pp | 122.05%-112.1pp | 478.56%-468.6pp |
| Employer contribution / active EE | $12,834 | $5,873+118.5% | $5,167+148.4% | $4,837+165.3% |
| Participant deferral / active EE | $0 | $6,356-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $10 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |