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 | $319,517 | $104,251+206.5% | $91,001+251.1% | $147,584+116.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.94% | 27.06%-13.1pp | 4.60%+9.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $16,250 | $3,116+421.6% | $2,456+561.8% | $4,876+233.2% |
| Participant deferral / active EE | $219 | $4,195-94.8% | $3,547-93.8% | $5,439-96.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |