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 | $518,041 | $209,411+147.4% | $178,490+190.2% | $158,922+226.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.08% | 188.75%-168.7pp | 151.07%-131.0pp | 302.83%-282.7pp |
| Employer contribution / active EE | $10,686 | $5,706+87.3% | $5,011+113.3% | $4,761+124.4% |
| Participant deferral / active EE | $1,167 | $5,954-80.4% | $5,202-77.6% | $5,982-80.5% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |